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Prosperity Wealth Management’s IBM IBM Stock Holding History

Prosperity Wealth Management’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 		$1.46M Buy
4,927
+893
+22% +$267K 0.49% 38
2025
Q3 		$1.14M Buy
4,034
+1,786
+79% +$467K 0.39% 55
2025
Q2 		$663K Buy
2,248
+558
+33% +$144K 0.25% 95
2025
Q1 		$420K Buy
1,690
+15
+0.9% +$3.67K 0.2% 113
2024
Q4 		$368K Sell
1,675
-36
-2% -$8.02K 0.15% 132
2024
Q3 		$378K Sell
1,711
-40
-2% -$7.84K 0.15% 110
2024
Q2 		$303K Sell
1,751
-127
-7% -$22.1K 0.15% 126
2024
Q1 		$359K Buy
1,878
+250
+15% +$45.6K 0.17% 101
2023
Q4 		$266K Buy
1,628
+100
+7% +$15.1K 0.17% 95
2023
Q3 		$214K Sell
1,528
-18
-1% -$2.56K 0.14% 118
2023
Q2 		$207K Buy
+1,546
New +$200K 0.13% 126
2023
Q1 		– Sell
-3,195
Closed -$450K – 146
2022
Q4 		$450K Buy
+3,195
New +$441K 0.42% 52

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Prosperity Wealth Management's IBM Position: Q4 2025 in Review

Prosperity Wealth Management increased its IBM (IBM) stake by 22% in Q4 2025, buying an estimated $267K and bringing the position to 4,927 shares worth $1.46M. The position accounts for 0.49% of the portfolio, ranked #38.

Prosperity Wealth Management first reported a position in IBM in Q4 2022 and has held it in 12 quarters since. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Prosperity Wealth Management held 4,927 shares of IBM worth $1.46M as of Q4 2025.
  • Prosperity Wealth Management bought 893 IBM shares in Q4 2025, an estimated $267K.
  • IBM made up 0.49% of Prosperity Wealth Management's portfolio in Q4 2025, its #38 holding.
  • Prosperity Wealth Management first reported a position in IBM in Q4 2022 and has held it in 12 quarters since.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.