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White Knight Strategic Wealth Advisors’s IBM IBM Stock Holding History

White Knight Strategic Wealth 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
Q1 		– Sell
-1,320
Closed -$290K – 87
2024
Q4 		$290K Buy
+1,320
New +$294K 0.12% 99
2024
Q3 		– Sell
-1,665
Closed -$288K – 86
2024
Q2 		$288K Buy
+1,665
New +$289K 0.29% 59

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

White Knight Strategic Wealth Advisors's IBM Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of IBM (IBM) in Q1 2025, closing a stake of 1,320 shares — an estimated $290K sold.

White Knight Strategic Wealth Advisors first reported a position in IBM in Q2 2024 and held it in 2 quarters. The position peaked at $290K in Q4 2024. 3,265 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • White Knight Strategic Wealth Advisors reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 1,320 IBM shares in Q1 2025, an estimated $290K.
  • White Knight Strategic Wealth Advisors first reported a position in IBM in Q2 2024 and held it in 2 quarters.
  • White Knight Strategic Wealth Advisors's IBM position peaked at $290K in Q4 2024.
  • 3,265 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.