VFM
IBM icon

Vision Financial Markets’s IBM IBM Stock Holding History

Vision Financial Markets’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 		– Sell
-60
Closed -$17.7K – 442
2025
Q2 		$17.7K Sell
60
-79
-57% -$20.4K 0.02% 192
2025
Q1 		$34.6K Hold
139
– – 0.04% 127
2024
Q4 		$30.6K Buy
+139
New +$31K 0.03% 126

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
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 $1.56T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Vision Financial Markets's IBM Position: Q3 2025 in Review

Vision Financial Markets sold out of IBM (IBM) in Q3 2025, closing a stake of 60 shares — an estimated $17.7K sold.

Vision Financial Markets first reported a position in IBM in Q4 2024 and held it in 3 quarters. The position peaked at $34.6K in Q1 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Vision Financial Markets reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Vision Financial Markets sold 60 IBM shares in Q3 2025, an estimated $17.7K.
  • Vision Financial Markets first reported a position in IBM in Q4 2024 and held it in 3 quarters.
  • Vision Financial Markets's IBM position peaked at $34.6K in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Vision Financial Markets's 13F filing for Q3 2025, filed 6 Nov 2025.