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Wealthstream Advisors’s IBM IBM Stock Holding History

Wealthstream 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
Q3 		$458K Buy
1,623
+169
+12% +$44.2K 0.07% 94
2025
Q2 		$428K Sell
1,454
-1,433
-50% -$369K 0.07% 90
2025
Q1 		$718K Buy
2,887
+64
+2% +$15.7K 0.13% 58
2024
Q4 		$620K Buy
2,823
+304
+12% +$67.7K 0.11% 69
2024
Q3 		$557K Buy
2,519
+290
+13% +$56.9K 0.1% 74
2024
Q2 		$385K Sell
2,229
-22
-1% -$3.82K 0.14% 81
2024
Q1 		$430K Buy
2,251
+1,020
+83% +$186K 0.16% 78
2023
Q4 		$201K Sell
1,231
-728
-37% -$110K 0.08% 138
2023
Q3 		$275K Buy
1,959
+30
+2% +$4.27K 0.14% 82
2023
Q2 		$258K Buy
1,929
+118
+7% +$15.2K 0.14% 81
2023
Q1 		$237K Sell
1,811
-162
-8% -$21.7K 0.14% 68
2022
Q4 		$278K Sell
1,973
-16
-0.8% -$2.21K 0.18% 57
2022
Q3 		$236K Buy
1,989
+234
+13% +$30.7K 0.25% 57
2022
Q2 		$248K Sell
1,755
-611
-26% -$82.5K 0.25% 56
2022
Q1 		$308K Buy
2,366
+143
+6% +$18.6K 0.27% 50
2021
Q4 		$297K Buy
+2,223
New +$279K 0.25% 49

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

Wealthstream Advisors's IBM Position: Q3 2025 in Review

Wealthstream Advisors increased its IBM (IBM) stake by 12% in Q3 2025, buying an estimated $44.2K and bringing the position to 1,623 shares worth $458K. The position accounts for 0.07% of the portfolio, ranked #94.

Wealthstream Advisors first reported a position in IBM in Q4 2021 and has held it in 16 quarters since. The position peaked at $718K in Q1 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Wealthstream Advisors held 1,623 shares of IBM worth $458K as of Q3 2025.
  • Wealthstream Advisors bought 169 IBM shares in Q3 2025, an estimated $44.2K.
  • IBM made up 0.07% of Wealthstream Advisors's portfolio in Q3 2025, its #94 holding.
  • Wealthstream Advisors first reported a position in IBM in Q4 2021 and has held it in 16 quarters since.
  • Wealthstream Advisors's IBM position peaked at $718K in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.