A detailed history of Holos Integrated Wealth LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Holos Integrated Wealth LLC holds 1,237 shares of IBM stock, worth $367,599. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,237
Previous 1,143 8.22%
Holding current value
$367,599
Previous $318 Million 13.55%
% of portfolio
0.2%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 05, 2026

BUY
$275.97 - $314.98 $25,941 - $29,608
94 Added 8.22%
1,237 $361 Million
Q3 2025

Jan 05, 2026

SELL
$234.77 - $292.47 $13,147 - $16,378
-56 Reduced 4.67%
1,143 $318 Million
Q2 2025

Aug 13, 2025

SELL
$221.03 - $294.78 $20,776 - $27,709
-94 Reduced 7.27%
1,199 $290 Million
Q4 2024

Aug 08, 2025

BUY
$204.9 - $238.04 $264,935 - $307,785
1,293 New
1,293 $284 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
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