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Wambolt & Associates’s IBM IBM Stock Holding History

Wambolt & Associates’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
Q2 		$582K Sell
1,998
-25
-1% -$6.44K 0.2% 104
2025
Q1 		$506K Buy
2,023
+1,112
+122% +$272K 0.17% 114
2024
Q4 		$200K Sell
911
-817
-47% -$182K 0.06% 183
2024
Q3 		$379K Sell
1,728
-157
-8% -$30.8K 0.1% 139
2024
Q2 		$330K Sell
1,885
-240
-11% -$41.7K 0.1% 160
2024
Q1 		$403K Sell
2,125
-635
-23% -$116K 0.12% 156
2023
Q4 		$451K Sell
2,760
-70
-2% -$10.6K 0.15% 169
2023
Q3 		$399K Sell
2,830
-143
-5% -$20.3K 0.14% 179
2023
Q2 		$398K Sell
2,973
-42
-1% -$5.42K 0.14% 181
2023
Q1 		$398K Sell
3,015
-160
-5% -$21.4K 0.14% 182
2022
Q4 		$447K Sell
3,175
-78
-2% -$10.8K 0.17% 164
2022
Q3 		$387K Hold
3,253
– – 0.16% 164
2022
Q2 		$459K Sell
3,253
-4
-0.1% -$540 0.18% 156
2022
Q1 		$424K Buy
3,257
+4
+0.1% +$522 0.15% 165
2021
Q4 		$435K Sell
3,253
-176
-5% -$22.1K 0.16% 160
2021
Q3 		$470K Hold
3,429
– – 0.19% 151
2021
Q2 		$481K Buy
3,429
+740
+28% +$101K 0.2% 151
2021
Q1 		$343K Sell
2,689
-37
-1% -$4.43K 0.18% 163
2020
Q4 		$328K Sell
2,726
-343
-11% -$39.6K 0.2% 157
2020
Q3 		$357K Sell
3,069
-488
-14% -$57.5K 0.27% 134
2020
Q2 		$411K Buy
3,557
+166
+5% +$19.3K 0.32% 119
2020
Q1 		$360K Sell
3,391
-197
-5% -$24.9K 0.37% 92
2019
Q4 		$460K Buy
3,588
+59
+2% +$7.67K 0.35% 97
2019
Q3 		$491K Buy
3,529
+213
+6% +$28.7K 0.41% 82
2019
Q2 		$437K Buy
3,316
+567
+21% +$74.5K 0.37% 89
2019
Q1 		$373K Buy
+2,749
New +$350K 0.34% 99

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wambolt & Associates's IBM Position: Q2 2025 in Review

Wambolt & Associates reduced its IBM (IBM) stake by 1.2% in Q2 2025, selling an estimated $6.44K and leaving 1,998 shares worth $582K. The position accounts for 0.2% of the portfolio, ranked #104.

Wambolt & Associates first reported a position in IBM in Q1 2019 and has held it in 26 quarters since. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Wambolt & Associates held 1,998 shares of IBM worth $582K as of Q2 2025.
  • Wambolt & Associates sold 25 IBM shares in Q2 2025, an estimated $6.44K.
  • IBM made up 0.2% of Wambolt & Associates's portfolio in Q2 2025, its #104 holding.
  • Wambolt & Associates first reported a position in IBM in Q1 2019 and has held it in 26 quarters since.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.