Waypoint Wealth Partners’s IBM IBM Stock Holding History

Waypoint Wealth Partners’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	$310K	Hold	1,050	–	–	0.08%	68
2025 Q1	$261K	Buy	+1,050	New	+$257K	0.07%	62
2024 Q3	–	Sell	-1,658	Closed	-$287K	–	68
2024 Q2	$287K	Buy	+1,658	New	+$288K	0.08%	55

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Waypoint Wealth Partners's IBM Position: Q2 2025 in Review

Waypoint Wealth Partners held its IBM (IBM) position steady in Q2 2025 at 1,050 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #68.

Waypoint Wealth Partners first reported a position in IBM in Q2 2024 and has held it in 3 quarters since. 3,407 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Waypoint Wealth Partners held 1,050 shares of IBM worth $310K as of Q2 2025.
Waypoint Wealth Partners left its IBM share count unchanged in Q2 2025.
IBM made up 0.08% of Waypoint Wealth Partners's portfolio in Q2 2025, its #68 holding.
Waypoint Wealth Partners first reported a position in IBM in Q2 2024 and has held it in 3 quarters since.
3,407 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.