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Unique Wealth Strategies’s IBM IBM Stock Holding History

Unique Wealth 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
2025
Q2 		– Sell
-2,864
Closed -$712K – 219
2025
Q1 		$712K Buy
2,864
+174
+6% +$42.6K 0.32% 71
2024
Q4 		$591K Buy
2,690
+259
+11% +$57.7K 0.26% 99
2024
Q3 		$537K Buy
2,431
+2,327
+2,238% +$456K 0.23% 115
2024
Q2 		$19.9K Buy
+104
New +$18.1K 0.01% 272

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

Unique Wealth Strategies's IBM Position: Q2 2025 in Review

Unique Wealth Strategies sold out of IBM (IBM) in Q2 2025, closing a stake of 2,864 shares — an estimated $712K sold.

Unique Wealth Strategies first reported a position in IBM in Q2 2024 and held it in 4 quarters. The position peaked at $712K in Q1 2025. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Unique Wealth Strategies reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Unique Wealth Strategies sold 2,864 IBM shares in Q2 2025, an estimated $712K.
  • Unique Wealth Strategies first reported a position in IBM in Q2 2024 and held it in 4 quarters.
  • Unique Wealth Strategies's IBM position peaked at $712K in Q1 2025.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Unique Wealth Strategies's 13F filing for Q2 2025, filed 14 Jul 2026.