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Watts Gwilliam & Co’s IBM IBM Stock Holding History

Watts Gwilliam & Co’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 		$494K Hold
1,750
– – 0.08% 138
2025
Q2 		$464K Sell
1,750
-35
-2% -$9.02K 0.08% 141
2025
Q1 		$444K Sell
1,785
-489
-22% -$120K 0.1% 137
2024
Q4 		$509K Buy
2,274
+5
+0.2% +$1.11K 0.11% 123
2024
Q3 		$519K Buy
+2,269
New +$445K 0.11% 119
2024
Q1 		$353K Buy
+2,112
New +$385K 0.11% 130

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

Watts Gwilliam & Co's IBM Position: Q3 2025 in Review

Watts Gwilliam & Co held its IBM (IBM) position steady in Q3 2025 at 1,750 shares worth $494K. The position accounts for 0.08% of the portfolio, ranked #138.

Watts Gwilliam & Co first reported a position in IBM in Q1 2024 and has held it in 6 quarters since. The position peaked at $519K in Q3 2024. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Watts Gwilliam & Co held 1,750 shares of IBM worth $494K as of Q3 2025.
  • Watts Gwilliam & Co left its IBM share count unchanged in Q3 2025.
  • IBM made up 0.08% of Watts Gwilliam & Co's portfolio in Q3 2025, its #138 holding.
  • Watts Gwilliam & Co first reported a position in IBM in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's IBM position peaked at $519K in Q3 2024.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.