WJ Wealth Management’s IBM IBM Stock Holding History

WJ 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	–	Sell	-2,974	Closed	-$877K	–	87
2025 Q2	$877K	Buy	+2,974	New	+$766K	0.28%	55

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

WJ Wealth Management's IBM Position: Q3 2025 in Review

WJ Wealth Management sold out of IBM (IBM) in Q3 2025, closing a stake of 2,974 shares — an estimated $877K sold.

WJ Wealth Management first reported a position in IBM in Q2 2025 and held it in 1 quarter. The position peaked at $877K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

WJ Wealth Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 2,974 IBM shares in Q3 2025, an estimated $877K.
WJ Wealth Management first reported a position in IBM in Q2 2025 and held it in 1 quarter.
WJ Wealth Management's IBM position peaked at $877K in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.