Summit Financial Strategies’s IBM IBM Stock Holding History

Summit Financial Strategies’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
2026 Q1	–	Sell	-795	Closed	-$235K	–	174
2025 Q4	$235K	Buy	795 +66	+9%	+$19.8K	0.02%	142
2025 Q3	$206K	Sell	729 -70	-9%	-$18.3K	0.02%	148
2025 Q2	$236K	Buy	+799	New	+$206K	0.02%	133
2022 Q4	–	Sell	-1,850	Closed	-$220K	–	125
2022 Q3	$220K	Buy	1,850 +154	+9%	+$20.2K	0.05%	107
2022 Q2	$239K	Buy	+1,696	New	+$229K	0.06%	102
2017 Q3	–	Sell	-1,621	Closed	-$238K	–	56
2017 Q2	$238K	Buy	1,621 +143	+10%	+$21.6K	0.14%	43
2017 Q1	$246K	Hold	1,478	–	–	0.18%	32
2016 Q4	$235K	Buy	+1,478	New	+$225K	0.16%	36
2015 Q2	–	Sell	-1,482	Closed	-$227K	–	45
2015 Q1	$227K	Sell	1,482 -48	-3%	-$7.28K	0.18%	36
2014 Q4	$235K	Buy	+1,530	New	+$243K	0.19%	36

Other funds holding IBM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

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

Bank of America

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