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Tyler-Stone Wealth Management’s IBM IBM Stock Holding History

Tyler-Stone 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
Q2 		$895K Sell
3,035
-1
-0% -$258 0.14% 131
2025
Q1 		$755K Buy
3,036
+24
+0.8% +$5.87K 0.14% 139
2024
Q4 		$662K Buy
3,012
+584
+24% +$130K 0.12% 159
2024
Q3 		$537K Buy
2,428
+1,332
+122% +$261K 0.1% 180
2024
Q2 		$190K Hold
1,096
– – 0.08% 195
2024
Q1 		$209K Buy
1,096
+322
+42% +$58.7K 0.09% 187
2023
Q4 		$127K Buy
774
+322
+71% +$48.7K 0.06% 233
2023
Q3 		$63K Hold
452
– – 0.04% 309
2023
Q2 		$60K Buy
+452
New +$58.3K 0.03% 318
2022
Q4 		$64K Hold
452
– – 0.04% 281
2022
Q3 		$54K Sell
452
-552
-55% -$72.4K 0.04% 291
2022
Q2 		$142K Hold
1,004
– – 0.09% 188
2022
Q1 		$131K Sell
1,004
-35
-3% -$4.56K 0.07% 226
2021
Q4 		$139K Buy
+1,039
New +$130K 0.07% 228

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Tyler-Stone Wealth Management's IBM Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its IBM (IBM) stake by 0.03% in Q2 2025, selling an estimated $258 and leaving 3,035 shares worth $895K. The position accounts for 0.14% of the portfolio, ranked #131.

Tyler-Stone Wealth Management first reported a position in IBM in Q4 2021 and has held it in 14 quarters since. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Tyler-Stone Wealth Management held 3,035 shares of IBM worth $895K as of Q2 2025.
  • Tyler-Stone Wealth Management sold 1 IBM share in Q2 2025, an estimated $258.
  • IBM made up 0.14% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #131 holding.
  • Tyler-Stone Wealth Management first reported a position in IBM in Q4 2021 and has held it in 14 quarters since.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.