Wade Financial Advisory’s IBM IBM Stock Holding History

Wade Financial Advisory’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	$255K	Sell	1,026 -160	-13%	-$39.1K	0.09%	67
2024 Q4	$261K	Sell	1,186 -30	-2%	-$6.68K	0.09%	67
2024 Q3	$269K	Sell	1,216 -30	-2%	-$5.88K	0.09%	67
2024 Q2	$215K	Sell	1,246 -30	-2%	-$5.21K	0.08%	79
2024 Q1	$244K	Buy	+1,276	New	+$233K	0.09%	73
2023 Q2	–	Sell	-1,866	Closed	-$245K	–	75
2023 Q1	$245K	Hold	1,866	–	–	0.1%	70
2022 Q4	$263K	Hold	1,866	–	–	0.12%	71
2022 Q3	$222K	Sell	1,866 -307	-14%	-$40.3K	0.11%	72
2022 Q2	$307K	Hold	2,173	–	–	0.15%	64
2022 Q1	$283K	Buy	+2,173	New	+$283K	0.12%	68
2021 Q4	–	Sell	-1,660	Closed	-$220K	–	73
2021 Q3	$220K	Hold	1,660	–	–	0.12%	72
2021 Q2	$233K	Hold	1,660	–	–	0.13%	68
2021 Q1	$211K	Sell	1,660 -62	-4%	-$7.42K	0.13%	68
2020 Q4	$207K	Hold	1,722	–	–	0.14%	69
2020 Q3	$200K	Buy	+1,722	New	+$203K	0.16%	66
2020 Q1	–	Sell	-1,778	Closed	-$228K	–	63
2019 Q4	$228K	Buy	+1,778	New	+$231K	0.2%	58

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wade Financial Advisory's IBM Position: Q1 2025 in Review

Wade Financial Advisory reduced its IBM (IBM) stake by 13% in Q1 2025, selling an estimated $39.1K and leaving 1,026 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #67.

Wade Financial Advisory first reported a position in IBM in Q4 2019 and has held it in 16 quarters since. The position peaked at $307K in Q2 2022. 3,265 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

Wade Financial Advisory held 1,026 shares of IBM worth $255K as of Q1 2025.
Wade Financial Advisory sold 160 IBM shares in Q1 2025, an estimated $39.1K.
IBM made up 0.09% of Wade Financial Advisory's portfolio in Q1 2025, its #67 holding.
Wade Financial Advisory first reported a position in IBM in Q4 2019 and has held it in 16 quarters since.
Wade Financial Advisory's IBM position peaked at $307K in Q2 2022.
3,265 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.