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Semmax Financial Advisors’s IBM IBM Stock Holding History

Semmax Financial 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
Q2 		$242K Sell
991
-2
-0.2% -$515 0.06% 130
2025
Q1 		$247K Buy
993
+3
+0.3% +$734 0.07% 122
2024
Q4 		$258K Sell
990
-29
-3% -$6.46K 0.07% 118
2024
Q3 		$217K Buy
1,019
+1
+0.1% +$196 0.06% 117
2024
Q2 		$196K Buy
1,018
+1
+0.1% +$174 0.06% 119
2024
Q1 		$172K Buy
1,017
+1
+0.1% +$182 0.06% 120
2023
Q4 		$188K Buy
1,016
+5
+0.5% +$756 0.07% 108
2023
Q3 		$151K Buy
+1,011
New +$144K 0.06% 100
2022
Q4 		$142K Buy
980
+1
+0.1% +$138 0.06% 92
2022
Q3 		$135K Buy
979
+1
+0.1% +$131 0.06% 92
2022
Q2 		$130K Hold
978
– – 0.05% 96
2022
Q1 		$127K Buy
978
+1
+0.1% +$130 0.05% 109
2021
Q4 		$131K Sell
977
-31
-3% -$3.89K 0.05% 109
2021
Q3 		$134K Sell
1,008
-31
-3% -$4.14K 0.05% 107
2021
Q2 		$146K Buy
1,039
+32
+3% +$4.38K 0.05% 110
2021
Q1 		$128K Buy
1,007
+1
+0.1% +$120 0.05% 107
2020
Q4 		$121K Sell
1,006
-24
-2% -$2.77K 0.05% 107
2020
Q3 		$120K Sell
1,030
-1,088
-51% -$128K 0.06% 100
2020
Q2 		$245K Buy
2,118
+4
+0.2% +$465 0.13% 88
2020
Q1 		$224K Buy
2,114
+258
+14% +$32.6K 0.14% 88
2019
Q4 		$238K Sell
1,856
-144
-7% -$18.7K 0.13% 84
2019
Q3 		$278K Buy
2,000
+144
+8% +$19.4K 0.17% 80
2019
Q2 		$245K Sell
1,856
-4,656
-71% -$612K 0.16% 81
2019
Q1 		$878K Buy
6,512
+3,847
+144% +$490K 0.61% 42
2018
Q4 		$290K Buy
+2,665
New +$320K 0.23% 90

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

Semmax Financial Advisors's IBM Position: Q2 2025 in Review

Semmax Financial Advisors reduced its IBM (IBM) stake by 0.2% in Q2 2025, selling an estimated $515 and leaving 991 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #130.

Semmax Financial Advisors first reported a position in IBM in Q4 2018 and has held it in 25 quarters since. The position peaked at $878K in Q1 2019. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Semmax Financial Advisors held 991 shares of IBM worth $242K as of Q2 2025.
  • Semmax Financial Advisors sold 2 IBM shares in Q2 2025, an estimated $515.
  • IBM made up 0.06% of Semmax Financial Advisors's portfolio in Q2 2025, its #130 holding.
  • Semmax Financial Advisors first reported a position in IBM in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's IBM position peaked at $878K in Q1 2019.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.