Twelve Points Wealth Management’s IBM IBM Stock Holding History

Twelve Points 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
2026 Q1	$1.4M	Sell	5,776 -244	-4%	-$66K	0.31%	68
2025 Q4	$1.83M	Sell	6,020 -1,620	-21%	-$485K	0.41%	49
2025 Q3	$2.16M	Sell	7,640 -4,963	-39%	-$1.3M	0.54%	41
2025 Q2	$3.72M	Sell	12,603 -281	-2%	-$72.4K	1%	19
2025 Q1	$3.2M	Sell	12,884 -616	-5%	-$151K	0.87%	22
2024 Q4	$2.97M	Buy	13,500 +1,221	+10%	+$272K	0.85%	24
2024 Q3	$2.71M	Buy	12,279 +1,076	+10%	+$211K	0.85%	23
2024 Q2	$1.94M	Buy	11,203 +1,257	+13%	+$218K	0.68%	30
2024 Q1	$1.9M	Buy	9,946 +290	+3%	+$52.9K	0.7%	29
2023 Q4	$1.58M	Buy	9,656 +398	+4%	+$60.1K	0.75%	32
2023 Q3	$1.3M	Buy	9,258 +839	+10%	+$119K	0.65%	46
2023 Q2	$1.13M	Buy	8,419 +1,455	+21%	+$188K	0.6%	50
2023 Q1	$913K	Buy	6,964 +2,101	+43%	+$281K	0.52%	61
2022 Q4	$685K	Buy	4,863 +23	+0.5%	+$3.17K	0.47%	63
2022 Q3	$575K	Buy	4,840 +203	+4%	+$26.6K	0.45%	76
2022 Q2	$655K	Buy	4,637 +925	+25%	+$125K	0.5%	70
2022 Q1	$483K	Buy	3,712 +1,163	+46%	+$152K	0.36%	101
2021 Q4	$341K	Buy	+2,549	New	+$320K	0.28%	122

Other funds holding IBM

BlackRock New York $5.72T 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 $1.56T 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