PPWP
IBM icon

Proquility Private Wealth Partners’s IBM IBM Stock Holding History

Proquility Private Wealth Partners’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
Q1 		$3.19M Sell
12,814
-1,732
-12% -$424K 0.98% 35
2024
Q4 		$3.2M Buy
14,546
+595
+4% +$133K 1.03% 35
2024
Q3 		$3.08M Sell
13,951
-545
-4% -$107K 0.99% 35
2024
Q2 		$2.51M Buy
14,496
+9,463
+188% +$1.64M 0.86% 41
2024
Q1 		$961K Sell
5,033
-641
-11% -$117K 0.33% 70
2023
Q4 		$928K Buy
+5,674
New +$857K 0.35% 68

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Proquility Private Wealth Partners's IBM Position: Q1 2025 in Review

Proquility Private Wealth Partners reduced its IBM (IBM) stake by 12% in Q1 2025, selling an estimated $424K and leaving 12,814 shares worth $3.19M. The position accounts for 0.98% of the portfolio, ranked #35.

Proquility Private Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 6 quarters since. The position peaked at $3.2M in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Proquility Private Wealth Partners held 12,814 shares of IBM worth $3.19M as of Q1 2025.
  • Proquility Private Wealth Partners sold 1,732 IBM shares in Q1 2025, an estimated $424K.
  • IBM made up 0.98% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #35 holding.
  • Proquility Private Wealth Partners first reported a position in IBM in Q4 2023 and has held it in 6 quarters since.
  • Proquility Private Wealth Partners's IBM position peaked at $3.2M in Q4 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.