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Willow Creek Wealth Management’s IBM IBM Stock Holding History

Willow Creek Wealth 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 		$366K Buy
1,298
+21
+2% +$5.5K 0.03% 123
2025
Q2 		$376K Buy
1,277
+8
+0.6% +$2.06K 0.03% 117
2025
Q1 		$316K Buy
1,269
+4
+0.3% +$978 0.03% 120
2024
Q4 		$278K Sell
1,265
-48
-4% -$10.7K 0.03% 129
2024
Q3 		$290K Hold
1,313
– – 0.03% 132
2024
Q2 		$227K Buy
1,313
+21
+2% +$3.65K 0.03% 142
2024
Q1 		$247K Hold
1,292
– – 0.03% 135
2023
Q4 		$211K Buy
+1,292
New +$195K 0.03% 142
2022
Q3 		– Sell
-1,450
Closed -$205K – 127
2022
Q2 		$205K Buy
+1,450
New +$196K 0.04% 118

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