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WealthTrak Capital Management’s IBM IBM Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-76
Closed -$22.4K – 464
2025
Q2 		$22.4K Sell
76
-35
-32% -$9.02K 0.02% 136
2025
Q1 		$27.6K Buy
111
+20
+22% +$4.89K 0.02% 129
2024
Q4 		$20K Buy
+91
New +$20.3K 0.02% 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

WealthTrak Capital Management's IBM Position: Q3 2025 in Review

WealthTrak Capital Management sold out of IBM (IBM) in Q3 2025, closing a stake of 76 shares — an estimated $22.4K sold.

WealthTrak Capital Management first reported a position in IBM in Q4 2024 and held it in 3 quarters. The position peaked at $27.6K in Q1 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • WealthTrak Capital Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 76 IBM shares in Q3 2025, an estimated $22.4K.
  • WealthTrak Capital Management first reported a position in IBM in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's IBM position peaked at $27.6K in Q1 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.