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Wells Trecaso Financial Group’s IBM IBM Stock Holding History

Wells Trecaso Financial Group’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
2019
Q4 		– Sell
-1,046
Closed -$3K – 71
2019
Q3 		$3K Hold
1,046
– – ﹤0.01% 67
2019
Q2 		$2K Hold
1,046
– – ﹤0.01% 68
2019
Q1 		$3K Hold
1,046
– – ﹤0.01% 70
2018
Q4 		$1K Buy
+1,046
New +$126K ﹤0.01% 66

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

Wells Trecaso Financial Group's IBM Position: Q3 2025 in Review

Wells Trecaso Financial Group reduced its IBM (IBM) stake by 42% in Q3 2025, selling an estimated $5.04M and leaving 26,167 shares worth $7.38M. The position accounts for 3.51% of the portfolio, ranked #9.

Wells Trecaso Financial Group first reported a position in IBM in Q4 2017 and has held it in 32 quarters since. The position peaked at $13.4M in Q2 2025. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Wells Trecaso Financial Group held 26,167 shares of IBM worth $7.38M as of Q3 2025.
  • Wells Trecaso Financial Group sold 19,267 IBM shares in Q3 2025, an estimated $5.04M.
  • IBM made up 3.51% of Wells Trecaso Financial Group's portfolio in Q3 2025, its #9 holding.
  • Wells Trecaso Financial Group first reported a position in IBM in Q4 2017 and has held it in 32 quarters since.
  • Wells Trecaso Financial Group's IBM position peaked at $13.4M in Q2 2025.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.