Vishria Bird Financial Group’s IBM IBM Stock Holding History

Vishria Bird Financial Group’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 Q3	$347K	Buy	1,230 +36	+3%	+$9.42K	0.07%	82
2025 Q2	$352K	Hold	1,194	–	–	0.12%	74
2025 Q1	$297K	Hold	1,194	–	–	0.1%	73
2024 Q4	$262K	Hold	1,194	–	–	0.09%	75
2024 Q3	$264K	Hold	1,194	–	–	0.1%	75
2024 Q2	$207K	Hold	1,194	–	–	0.09%	61
2024 Q1	$228K	Buy	+1,194	New	+$218K	0.1%	62
2022 Q1	–	Sell	-1,769	Closed	-$236K	–	65
2021 Q4	$236K	Sell	1,769 -81	-4%	-$10.2K	0.11%	61
2021 Q3	$246K	Buy	+1,850	New	+$247K	0.13%	54

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Vishria Bird Financial Group's IBM Position: Q3 2025 in Review

Vishria Bird Financial Group increased its IBM (IBM) stake by 3% in Q3 2025, buying an estimated $9.42K and bringing the position to 1,230 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #82.

Vishria Bird Financial Group first reported a position in IBM in Q3 2021 and has held it in 9 quarters since. The position peaked at $352K in Q2 2025. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Vishria Bird Financial Group held 1,230 shares of IBM worth $347K as of Q3 2025.
Vishria Bird Financial Group bought 36 IBM shares in Q3 2025, an estimated $9.42K.
IBM made up 0.07% of Vishria Bird Financial Group's portfolio in Q3 2025, its #82 holding.
Vishria Bird Financial Group first reported a position in IBM in Q3 2021 and has held it in 9 quarters since.
Vishria Bird Financial Group's IBM position peaked at $352K in Q2 2025.
3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.