WMS Partners’s IBM IBM Stock Holding History

WMS Partners’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	-3,725	Closed	-$819K	–	122
2024 Q4	$819K	Sell	3,725 -122	-3%	-$27.2K	0.05%	133
2024 Q3	$851K	Buy	3,847 +700	+22%	+$137K	0.05%	126
2024 Q2	$544K	Sell	3,147 -202	-6%	-$35.1K	0.03%	150
2024 Q1	$640K	Buy	3,349 +307	+10%	+$56K	0.04%	138
2023 Q4	$498K	Sell	3,042 -719	-19%	-$109K	0.04%	161
2023 Q3	$528K	Sell	3,761 -74	-2%	-$10.5K	0.04%	148
2023 Q2	$513K	Buy	3,835 +9	+0.2%	+$1.16K	0.04%	158
2023 Q1	$502K	Sell	3,826 -75	-2%	-$10K	0.04%	151
2022 Q4	$550K	Buy	3,901 +227	+6%	+$31.3K	0.05%	145
2022 Q3	$437K	Sell	3,674 -95	-3%	-$12.5K	0.06%	147
2022 Q2	$532K	Sell	3,769 -982	-21%	-$133K	0.08%	129
2022 Q1	$618K	Buy	4,751 +924	+24%	+$121K	0.08%	120
2021 Q4	$512K	Sell	3,827 -702	-16%	-$88K	0.11%	114
2021 Q3	$602K	Sell	4,529 -100	-2%	-$13.4K	0.09%	126
2021 Q2	$649K	Sell	4,629 -77	-2%	-$10.5K	0.1%	113
2021 Q1	$600K	Sell	4,706 -197	-4%	-$23.6K	0.14%	104
2020 Q4	$590K	Buy	4,903 +6	+0.1%	+$693	0.1%	107
2020 Q3	$570K	Sell	4,897 -209	-4%	-$24.6K	0.11%	100
2020 Q2	$590K	Sell	5,106 -99	-2%	-$11.5K	0.12%	102
2020 Q1	$552K	Sell	5,205 -581	-10%	-$73.5K	0.15%	79
2019 Q4	$741K	Sell	5,786 -248	-4%	-$32.2K	0.17%	82
2019 Q3	$839K	Sell	6,034 -1,702	-22%	-$230K	0.2%	71
2019 Q2	$1.02M	Sell	7,736 -337	-4%	-$44.3K	0.25%	61
2019 Q1	$1.09M	Sell	8,073 -1,438	-15%	-$183K	0.27%	51
2018 Q4	$1.03M	Sell	9,511 -2,249	-19%	-$270K	0.29%	54
2018 Q3	$1.7M	Sell	11,760 -293	-2%	-$40.9K	0.19%	65
2018 Q2	$1.61M	Sell	12,053 -3,282	-21%	-$458K	0.19%	67
2018 Q1	$2.25M	Sell	15,335 -696	-4%	-$105K	0.27%	58
2017 Q4	$2.35M	Sell	16,031 -359	-2%	-$52.2K	0.26%	57
2017 Q3	$2.27M	Sell	16,390 -2,894	-15%	-$403K	0.27%	57
2017 Q2	$2.84M	Sell	19,284 -1,501	-7%	-$226K	0.35%	53
2017 Q1	$3.46M	Sell	20,785 -535	-3%	-$89.7K	0.44%	50
2016 Q4	$3.38M	Sell	21,320 -2,463	-10%	-$375K	0.45%	49
2016 Q3	$3.61M	Sell	23,783 -144	-0.6%	-$21.9K	0.48%	50
2016 Q2	$3.47M	Sell	23,927 -1,227	-5%	-$176K	0.48%	52
2016 Q1	$3.64M	Sell	25,154 -374	-1%	-$47.8K	0.51%	52
2015 Q4	$3.36M	Sell	25,528 -2,378	-9%	-$319K	0.48%	51
2015 Q3	$3.87M	Sell	27,906 -4,658	-14%	-$688K	0.59%	43
2015 Q2	$5.06M	Buy	32,564 +361	+1%	+$58K	0.59%	42
2015 Q1	$4.94M	Sell	32,203 -3,425	-10%	-$519K	0.61%	42
2014 Q4	$5.46M	Sell	35,628 -306	-0.9%	-$48.7K	0.84%	38
2014 Q3	$6.52M	Sell	35,934 -1,599	-4%	-$291K	1.02%	30
2014 Q2	$6.5M	Sell	37,533 -690	-2%	-$124K	1%	31
2014 Q1	$7.03M	Sell	38,223 -736	-2%	-$130K	1.13%	29
2013 Q4	$6.99M	Buy	38,959 +1,574	+4%	+$271K	1.15%	29
2013 Q3	$6.62M	Buy	37,385 +50	+0.1%	+$9.09K	1.26%	26
2013 Q2	$6.82M	Buy	+37,335	New	+$7.27M	1.24%	27

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WMS Partners's IBM Position: Q1 2025 in Review

WMS Partners sold out of IBM (IBM) in Q1 2025, closing a stake of 3,725 shares — an estimated $819K sold.

WMS Partners first reported a position in IBM in Q2 2013 and held it in 47 quarters. The position peaked at $7.03M in Q1 2014. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

WMS Partners reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 3,725 IBM shares in Q1 2025, an estimated $819K.
WMS Partners first reported a position in IBM in Q2 2013 and held it in 47 quarters.
WMS Partners's IBM position peaked at $7.03M in Q1 2014.
3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.