Wealthstar Advisors’s IBM IBM Stock Holding History

Wealthstar Advisors’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 Q4	–	Sell	-1,480	Closed	-$418K	–	132
2025 Q3	$418K	Sell	1,480 -1,092	-42%	-$286K	0.16%	111
2025 Q2	$758K	Sell	2,572 -682	-21%	-$176K	0.29%	62
2025 Q1	$809K	Buy	3,254 +97	+3%	+$23.7K	0.37%	62
2024 Q4	$694K	Buy	+3,157	New	+$703K	0.3%	58
2024 Q2	–	Sell	-8,441	Closed	-$1.61M	–	72
2024 Q1	$1.61M	Sell	8,441 -339	-4%	-$61.8K	0.56%	25
2023 Q4	$1.44M	Buy	+8,780	New	+$1.33M	0.23%	27

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealthstar Advisors's IBM Position: Q4 2025 in Review

Wealthstar Advisors sold out of IBM (IBM) in Q4 2025, closing a stake of 1,480 shares — an estimated $418K sold.

Wealthstar Advisors first reported a position in IBM in Q4 2023 and held it in 6 quarters. The position peaked at $1.61M in Q1 2024. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Wealthstar Advisors reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Wealthstar Advisors sold 1,480 IBM shares in Q4 2025, an estimated $418K.
Wealthstar Advisors first reported a position in IBM in Q4 2023 and held it in 6 quarters.
Wealthstar Advisors's IBM position peaked at $1.61M in Q1 2024.
3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Wealthstar Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.