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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 $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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Willow Creek Wealth Management's IBM Position: Q3 2025 in Review

Willow Creek Wealth Management increased its IBM (IBM) stake by 1.6% in Q3 2025, buying an estimated $5.5K and bringing the position to 1,298 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #123.

Willow Creek Wealth Management first reported a position in IBM in Q2 2022 and has held it in 9 quarters since. The position peaked at $376K in Q2 2025. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Willow Creek Wealth Management held 1,298 shares of IBM worth $366K as of Q3 2025.
  • Willow Creek Wealth Management bought 21 IBM shares in Q3 2025, an estimated $5.5K.
  • IBM made up 0.03% of Willow Creek Wealth Management's portfolio in Q3 2025, its #123 holding.
  • Willow Creek Wealth Management first reported a position in IBM in Q2 2022 and has held it in 9 quarters since.
  • Willow Creek Wealth Management's IBM position peaked at $376K in Q2 2025.
  • 3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.