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Scott Marsh Financial’s IBM IBM Stock Holding History

Scott Marsh Financial’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 		$259K Buy
+878
New +$226K 0.1% 211

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Scott Marsh Financial's IBM Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in IBM (IBM) in Q2 2025: 878 shares worth $259K. The stake represents 0.1% of the portfolio and ranks #211 among its holdings.

3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Scott Marsh Financial held 878 shares of IBM worth $259K as of Q2 2025.
  • IBM was a new Scott Marsh Financial position in Q2 2025.
  • IBM made up 0.1% of Scott Marsh Financial's portfolio in Q2 2025, its #211 holding.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.