A detailed history of Octavia Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 990 shares of IBM stock, worth $294,198. This represents 0.03% of its overall portfolio holdings.

Number of Shares
990
Previous 853 16.06%
Holding current value
$294,198
Previous $251,000 11.16%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 27, 2025

BUY
$234.77 - $292.47 $32,163 - $40,068
137 Added 16.06%
990 $279,000
Q2 2025

Jul 15, 2025

SELL
$221.03 - $294.78 $34,922 - $46,575
-158 Reduced 15.63%
853 $251,000
Q1 2025

Apr 14, 2025

BUY
$217.4 - $264.74 $219,791 - $267,652
1,011 New
1,011 $251,000
Q4 2023

Jan 30, 2024

BUY
$136.38 - $164.71 $203,206 - $245,417
1,490 New
1,490 $243,000

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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