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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Vantage Financial Partners (Wisconsin)'s IBM Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its IBM (IBM) stake by 4.5% in Q4 2025, buying an estimated $22.2K and bringing the position to 1,733 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #114.

Vantage Financial Partners (Wisconsin) first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. 3,708 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 1,733 shares of IBM worth $513K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 74 IBM shares in Q4 2025, an estimated $22.2K.
  • IBM made up 0.1% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #114 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
  • 3,708 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.