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Spectrum Wealth Counsel’s IBM IBM Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$6.17M Buy
24,831
+23,719
+2,133% +$5.8M 0.74% 44
2024
Q4 		$244K Sell
1,112
-240
-18% -$53.5K 0.03% 110
2024
Q3 		$299K Buy
1,352
+10
+0.7% +$1.96K 0.04% 107
2024
Q2 		$232K Hold
1,342
– – 0.03% 116
2024
Q1 		$256K Hold
1,342
– – 0.03% 129
2023
Q4 		$219K Buy
+1,342
New +$203K 0.03% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Spectrum Wealth Counsel's IBM Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its IBM (IBM) stake by 2,133% in Q1 2025, buying an estimated $5.8M and bringing the position to 24,831 shares worth $6.17M. The position accounts for 0.74% of the portfolio, ranked #44.

Spectrum Wealth Counsel first reported a position in IBM in Q4 2023 and has held it in 6 quarters since. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Spectrum Wealth Counsel held 24,831 shares of IBM worth $6.17M as of Q1 2025.
  • Spectrum Wealth Counsel bought 23,719 IBM shares in Q1 2025, an estimated $5.8M.
  • IBM made up 0.74% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #44 holding.
  • Spectrum Wealth Counsel first reported a position in IBM in Q4 2023 and has held it in 6 quarters since.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.