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Wood Tarver Financial Group’s IBM IBM Stock Holding History

Wood Tarver Financial Group’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
-347
Closed -$102K – 362
2025
Q2 		$102K Hold
347
– – 0.03% 210
2025
Q1 		$86.3K Hold
347
– – 0.03% 216
2024
Q4 		$76K Buy
+347
New +$77.3K 0.03% 219

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

Wood Tarver Financial Group's IBM Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of IBM (IBM) in Q3 2025, closing a stake of 347 shares — an estimated $102K sold.

Wood Tarver Financial Group first reported a position in IBM in Q4 2024 and held it in 3 quarters. The position peaked at $102K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 347 IBM shares in Q3 2025, an estimated $102K.
  • Wood Tarver Financial Group first reported a position in IBM in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's IBM position peaked at $102K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.