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WMG Financial Advisors’s IBM IBM Stock Holding History

WMG Financial 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
Q4 		– Sell
-1,281
Closed -$361K – 151
2025
Q3 		$361K Sell
1,281
-1,584
-55% -$415K 0.12% 118
2025
Q2 		$845K Buy
2,865
+100
+4% +$25.8K 0.31% 49
2025
Q1 		$688K Sell
2,765
-236
-8% -$57.7K 0.29% 54
2024
Q4 		$660K Buy
3,001
+2
+0.1% +$445 0.28% 58
2024
Q3 		$663K Buy
2,999
+56
+2% +$11K 0.3% 50
2024
Q2 		$509K Buy
2,943
+216
+8% +$37.5K 0.27% 61
2024
Q1 		$521K Buy
2,727
+109
+4% +$19.9K 0.3% 59
2023
Q4 		$428K Sell
2,618
-604
-19% -$91.3K 0.28% 67
2023
Q3 		$452K Sell
3,222
-138
-4% -$19.6K 0.38% 54
2023
Q2 		$450K Sell
3,360
-55
-2% -$7.1K 0.33% 63
2023
Q1 		$460K Buy
3,415
+105
+3% +$14K 0.38% 58
2022
Q4 		$466K Sell
3,310
-500
-13% -$69K 0.4% 64
2022
Q3 		$451K Buy
3,810
+7
+0.2% +$919 0.41% 65
2022
Q2 		$534K Buy
3,803
+62
+2% +$8.37K 0.46% 59
2022
Q1 		$486K Buy
3,741
+95
+3% +$12.4K 0.36% 70
2021
Q4 		$487K Buy
+3,646
New +$457K 0.38% 67

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WMG Financial Advisors's IBM Position: Q4 2025 in Review

WMG Financial Advisors sold out of IBM (IBM) in Q4 2025, closing a stake of 1,281 shares — an estimated $361K sold.

WMG Financial Advisors first reported a position in IBM in Q4 2021 and held it in 16 quarters. The position peaked at $845K in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • WMG Financial Advisors reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 1,281 IBM shares in Q4 2025, an estimated $361K.
  • WMG Financial Advisors first reported a position in IBM in Q4 2021 and held it in 16 quarters.
  • WMG Financial Advisors's IBM position peaked at $845K in Q2 2025.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.