Sterling Wealth Management’s IBM IBM Stock Holding History

Sterling 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 Q3	–	Sell	-703	Closed	-$207K	–	112
2025 Q2	$207K	Buy	+703	New	+$181K	0.07%	105

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sterling Wealth Management's IBM Position: Q3 2025 in Review

Sterling Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 703 shares — an estimated $207K sold.

Sterling Wealth Management first reported a position in IBM in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Sterling Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Sterling Wealth Management sold 703 IBM shares in Q3 2025, an estimated $207K.
Sterling Wealth Management first reported a position in IBM in Q2 2025 and held it in 1 quarter.
Sterling Wealth Management's IBM position peaked at $207K in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Sterling Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.