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Principia Wealth Advisory’s IBM IBM Stock Holding History

Principia Wealth Advisory’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$16K Buy
54
+7
+15% +$2.1K 0.01% 166
2025
Q3 		$13.3K Buy
47
+4
+9% +$1.05K 0.01% 181
2025
Q2 		$12.7K Buy
43
+7
+19% +$1.8K 0.01% 156
2025
Q1 		$8.47K Buy
36
+13
+57% +$3.18K 0.01% 138
2024
Q4 		$5.06K Buy
+23
New +$5.12K ﹤0.01% 148

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's IBM Position: Q4 2025 in Review

Principia Wealth Advisory increased its IBM (IBM) stake by 15% in Q4 2025, buying an estimated $2.1K and bringing the position to 54 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #166.

Principia Wealth Advisory first reported a position in IBM in Q4 2024 and has held it in 5 quarters since. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Principia Wealth Advisory held 54 shares of IBM worth $16K as of Q4 2025.
  • Principia Wealth Advisory bought 7 IBM shares in Q4 2025, an estimated $2.1K.
  • IBM made up 0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #166 holding.
  • Principia Wealth Advisory first reported a position in IBM in Q4 2024 and has held it in 5 quarters since.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.