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Ruedi Wealth Management’s IBM IBM Stock Holding History

Ruedi 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
Q2 		– Sell
-100
Closed -$24.9K – 176
2025
Q1 		$24.9K Hold
100
– – 0.01% 118
2024
Q4 		$22K Hold
100
– – 0.01% 122
2024
Q3 		$22.1K Hold
100
– – 0.01% 126
2024
Q2 		$17.3K Hold
100
– – 0.01% 136
2024
Q1 		$19.1K Hold
100
– – 0.01% 125
2023
Q4 		$16.4K Hold
100
– – 0.01% 117
2023
Q3 		$14K Buy
+100
New +$14.2K 0.01% 116
2023
Q1 		– Sell
-46
Closed -$6.48K – 272
2022
Q4 		$6.48K Buy
+46
New +$6.34K ﹤0.01% 166

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ruedi Wealth Management's IBM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of IBM (IBM) in Q2 2025, closing a stake of 100 shares — an estimated $24.9K sold.

Ruedi Wealth Management first reported a position in IBM in Q4 2022 and held it in 8 quarters. The position peaked at $24.9K in Q1 2025. 3,412 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 100 IBM shares in Q2 2025, an estimated $24.9K.
  • Ruedi Wealth Management first reported a position in IBM in Q4 2022 and held it in 8 quarters.
  • Ruedi Wealth Management's IBM position peaked at $24.9K in Q1 2025.
  • 3,412 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.