WWM
IBM icon

Waterway Wealth Management’s IBM IBM Stock Holding History

Waterway Wealth Management’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 		– Sell
-930
Closed -$204K – 84
2024
Q4 		$204K Buy
930
+3
+0.3% +$668 0.09% 74
2024
Q3 		$205K Sell
927
-2,148
-70% -$421K 0.09% 71
2024
Q2 		$532K Buy
3,075
+215
+8% +$37.4K 0.26% 37
2024
Q1 		$546K Buy
2,860
+222
+8% +$40.5K 0.24% 33
2023
Q4 		$431K Buy
+2,638
New +$399K 0.18% 41

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
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
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

Waterway Wealth Management's IBM Position: Q1 2025 in Review

Waterway Wealth Management sold out of IBM (IBM) in Q1 2025, closing a stake of 930 shares — an estimated $204K sold.

Waterway Wealth Management first reported a position in IBM in Q4 2023 and held it in 5 quarters. The position peaked at $546K in Q1 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Waterway Wealth Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Waterway Wealth Management sold 930 IBM shares in Q1 2025, an estimated $204K.
  • Waterway Wealth Management first reported a position in IBM in Q4 2023 and held it in 5 quarters.
  • Waterway Wealth Management's IBM position peaked at $546K in Q1 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Waterway Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.