VFPW
IBM icon

Vantage Financial Partners (Wisconsin)’s IBM IBM Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$513K Buy
1,733
+74
+4% +$22.2K 0.1% 114
2025
Q3 		$468K Sell
1,659
-8
-0.5% -$2.09K 0.1% 121
2025
Q2 		$491K Buy
1,667
+10
+0.6% +$2.58K 0.11% 116
2025
Q1 		$412K Buy
1,657
+10
+0.6% +$2.45K 0.1% 113
2024
Q4 		$362K Sell
1,647
-15
-0.9% -$3.34K 0.09% 121
2024
Q3 		$367K Buy
1,662
+92
+6% +$18K 0.09% 122
2024
Q2 		$271K Buy
1,570
+16
+1% +$2.78K 0.07% 121
2024
Q1 		$297K Buy
1,554
+162
+12% +$29.6K 0.08% 110
2023
Q4 		$228K Buy
+1,392
New +$210K 0.07% 114

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM