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Redmont Wealth Advisors’s IBM IBM Stock Holding History

Redmont Wealth Advisors’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 		$15.7K Hold
53
– – 0.02% 146
2025
Q3 		$15K Hold
53
– – 0.02% 157
2025
Q2 		$15.6K Buy
+53
New +$13.7K 0.02% 156
2024
Q4 		– Sell
-53
Closed -$11.7K – 172
2024
Q3 		$11.7K Hold
53
– – 0.02% 169
2024
Q2 		$9.17K Hold
53
– – 0.01% 187
2024
Q1 		$10.1K Buy
+53
New +$9.67K 0.01% 186

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

Redmont Wealth Advisors's IBM Position: Q4 2025 in Review

Redmont Wealth Advisors held its IBM (IBM) position steady in Q4 2025 at 53 shares worth $15.7K. The position accounts for 0.02% of the portfolio, ranked #146.

Redmont Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 6 quarters since. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Redmont Wealth Advisors held 53 shares of IBM worth $15.7K as of Q4 2025.
  • Redmont Wealth Advisors left its IBM share count unchanged in Q4 2025.
  • IBM made up 0.02% of Redmont Wealth Advisors's portfolio in Q4 2025, its #146 holding.
  • Redmont Wealth Advisors first reported a position in IBM in Q1 2024 and has held it in 6 quarters since.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.