A detailed history of Balance Wealth, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Balance Wealth, LLC holds 781 shares of IBM stock, worth $232,089. This represents 0.05% of its overall portfolio holdings.

Number of Shares
781
Previous 774 0.9%
Holding current value
$232,089
Previous $228 Million 3.34%
% of portfolio
0.05%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

BUY
$234.77 - $292.47 $1,643 - $2,047
7 Added 0.9%
781 $220 Million
Q2 2025

Aug 13, 2025

BUY
$221.03 - $294.78 $171,077 - $228,159
774 New
774 $228 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 $266B
  • 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
Track This Portfolio

Track Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.