IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in Compass Wealth Management LLC  ·  12 quarters on record

AI Ownership Summary

Compass Wealth Management LLC reported INTERNATIONAL BUSINESS MACHS (IBM) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows IBM at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Wealth Management LLC's position in INTERNATIONAL BUSINESS MACHS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBM was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBM stock page Compass Wealth Management LLC fund profile Compass Wealth Management LLC full holdings
How Compass Wealth Management LLC held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 835 — 0% 0.05% $236K 2025-11-07 $302.97
2025 Q2 UNCHANGED 835 — 0% 0.06% $246K 2025-08-08 $239.58
2025 Q1 ADDED 835 +5 +0.6% 0.05% $208K 2025-04-29 $233.58
2024 Q4 UNCHANGED 830 — 0% 0.04% $182K 2025-01-21 $217.37
2024 Q3 UNCHANGED 830 — 0% 0.04% $183K 2024-10-16 $224.72
2024 Q2 UNCHANGED 830 — 0% 0.04% $144K 2024-07-16 $177.15
2024 Q1 UNCHANGED 830 — 0% 0.04% $158K 2024-04-05 $178.55
2023 Q4 UNCHANGED 830 — 0% 0.04% $136K 2024-01-04 $150.48
2023 Q3 ADDED 830 +288 +53.1% 0.04% $116K 2023-10-25 $126.80
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBM

As of 2025 Q4 — sorted by position size

Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62% ABNER HERRMAN & BROCK LLC 3Y 7Y 4.36% SURIENCE PRIVATE WEALTH LLC 3Y 4.33% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 4.17% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 3.98%

FAQ About Compass Wealth Management LLC and IBM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Compass Wealth Management LLC reported owning IBM?

Compass Wealth Management LLC reported IBM across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported IBM position in Compass Wealth Management LLC's portfolio?

The largest reported portfolio weight for IBM was 0.06% in 2025 Q2.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q3, when Compass Wealth Management LLC reported 835 shares, equal to 0.05% of portfolio, with an estimated market value of $236K.

What does the chart on this IBM ownership page compare?

The chart compares Compass Wealth Management LLC's quarterly IBM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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