A detailed history of Modern Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 17,080 shares of IBM stock, worth $5.25 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
17,080
Previous 17,477 2.27%
Holding current value
$5.25 Million
Previous $4.35 Million 15.86%
% of portfolio
0.13%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$221.03 - $294.78 $87,748 - $117,027
-397 Reduced 2.27%
17,080 $5.03 Million
Q1 2025

May 30, 2025

SELL
$217.4 - $264.74 $217 - $264
-1 Reduced 0.01%
17,477 $4.35 Million
Q1 2025

May 15, 2025

BUY
$217.4 - $264.74 $648,939 - $790,248
2,985 Added 20.6%
17,478 $4.35 Billion
Q4 2024

May 30, 2025

SELL
$204.9 - $238.04 $541,140 - $628,663
-2,641 Reduced 15.11%
14,837 $3.26 Million
Q4 2024

May 29, 2025

SELL
$204.9 - $238.04 $626,174 - $727,450
-3,056 Reduced 17.48%
14,422 $3.17 Million
Q4 2024

Feb 11, 2025

BUY
$204.9 - $238.04 $936,802 - $1.09 Million
4,572 Added 46.08%
14,493 $3.61 Billion
Q3 2024

May 30, 2025

SELL
$175.1 - $223.38 $1.39 Million - $1.77 Million
-7,938 Reduced 45.42%
9,540 $2.11 Million
Q3 2024

May 29, 2025

SELL
$175.1 - $223.38 $1.46 Million - $1.87 Million
-8,353 Reduced 47.79%
9,125 $2.02 Million
Q3 2024

Nov 05, 2024

BUY
$175.1 - $223.38 $133,076 - $169,768
760 Added 8.3%
9,921 $2.19 Billion
Q2 2024

May 29, 2025

SELL
$164.43 - $190.9 $1.43 Million - $1.66 Million
-8,695 Reduced 49.75%
8,783 $1.52 Million
Q2 2024

Aug 07, 2024

BUY
$164.43 - $190.9 $130,228 - $151,192
792 Added 9.46%
9,161 $1.58 Billion
Q1 2024

May 28, 2025

SELL
$159.16 - $197.78 $1.34 Million - $1.67 Million
-8,449 Reduced 48.34%
9,029 $1.72 Billion
Q1 2024

May 13, 2024

BUY
$159.16 - $197.78 $778,769 - $967,737
4,893 Added 140.77%
8,369 $1.4 Billion
Q4 2023

May 28, 2025

SELL
$136.38 - $164.71 $1.91 Million - $2.3 Million
-13,985 Reduced 80.01%
3,493 $571 Million
Q4 2023

Feb 14, 2024

BUY
$136.38 - $164.71 $474,056 - $572,531
3,476 New
3,476 $569 Million

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $276B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
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