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US Financial Advisors’s IBM IBM Stock Holding History

US Financial Advisors’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
Q1 		$306K Hold
1,230
– – 0.09% 74
2024
Q4 		$270K Buy
1,230
+304
+33% +$67.7K 0.08% 75
2024
Q3 		$205K Buy
+926
New +$182K 0.06% 85
2016
Q2 		– Sell
-144
Closed -$21K – 182
2016
Q1 		$21K Sell
144
-1,560
-92% -$199K 0.04% 158
2015
Q4 		$224K Buy
1,704
+251
+17% +$33.7K 0.21% 61
2015
Q3 		$201K Hold
1,453
– – 0.33% 54
2015
Q2 		$226K Sell
1,453
-251
-15% -$40.3K 0.21% 50
2015
Q1 		$261K Buy
1,704
+1,255
+280% +$190K 0.24% 48
2014
Q4 		$69K Buy
+449
New +$71.4K 0.06% 90

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

US Financial Advisors's IBM Position: Q1 2025 in Review

US Financial Advisors held its IBM (IBM) position steady in Q1 2025 at 1,230 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #74.

US Financial Advisors first reported a position in IBM in Q4 2014 and has held it in 9 quarters since. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • US Financial Advisors held 1,230 shares of IBM worth $306K as of Q1 2025.
  • US Financial Advisors left its IBM share count unchanged in Q1 2025.
  • IBM made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #74 holding.
  • US Financial Advisors first reported a position in IBM in Q4 2014 and has held it in 9 quarters since.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.