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Talon Private Wealth’s IBM IBM Stock Holding History

Talon Private Wealth’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 		$13.6K Buy
+46
New +$11.9K ﹤0.01% 246
2025
Q1 		– Sell
-23
Closed -$5.06K – 228
2024
Q4 		$5.06K Sell
23
-9
-28% -$2K ﹤0.01% 248
2024
Q3 		$7.08K Buy
+32
New +$6.27K ﹤0.01% 215

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Talon Private Wealth's IBM Position: Q2 2025 in Review

Talon Private Wealth opened a new position in IBM (IBM) in Q2 2025: 46 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #246 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in IBM as recently as Q4 2024.

Talon Private Wealth first reported a position in IBM in Q3 2024 and has held it in 3 quarters since. 3,412 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Talon Private Wealth held 46 shares of IBM worth $13.6K as of Q2 2025.
  • IBM was a new Talon Private Wealth position in Q2 2025.
  • IBM made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #246 holding.
  • Talon Private Wealth first reported a position in IBM in Q3 2024 and has held it in 3 quarters since.
  • 3,412 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.