Proquility Private Wealth Partners, LLC IBM — INTERNATIONAL BUSINESS MACHS

Ownership history in Proquility Private Wealth Partners, LLC  ·  6 quarters on record

AI Ownership Summary

Proquility Private Wealth Partners, LLC reported INTERNATIONAL BUSINESS MACHS (IBM) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 1.03% in 2024 Q4. The latest visible filing shows IBM at 0.98% 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.

What this IBM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Proquility Private Wealth Partners, 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 Q1

IBM was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q1

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 Proquility Private Wealth Partners, LLC fund profile Proquility Private Wealth Partners, LLC full holdings
How Proquility Private Wealth Partners, LLC held IBM — position size vs. price
% of Fund (quarterly)    IBM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 REDUCED 11.9% +19.3% ❌ 12,814 -1,732 -11.9% 0.98% $3.2M 2025-05-15 (Est.) $260.03
2024 Q4 ADDED — — — 14,546 +595 +4.3% 1.03% $3.2M 2025-01-17 $216.29
2024 Q3 REDUCED — — — 13,951 -545 -3.8% 0.99% $3.1M 2024-10-15 $222.40
2024 Q2 ADDED — — — 14,496 +9,463 +188.0% 0.86% $2.5M 2024-08-09 $182.77
2024 Q1 REDUCED 11.3% -7.4% ✅ 5,033 -641 -11.3% 0.33% $961K 2024-05-03 $155.29
2023 Q4 INITIATED — — — 5,674 — — 0.35% $928K 2024-02-12 $174.45

🏢 Other funds also holding IBM

As of 2026 Q1 — sorted by position size

DB&C Advisors, LLC 5.64% Drexel Morgan & Co. 3Y 7Y 4.97% Green Alpha Advisors, LLC 3Y 4.82% OSLO PENSJONSFORSIKRING AS 4.73% MASTERS CAPITAL MANAGEMENT LLC 3Y 7Y 4.0% Cherry Creek Investment Advisors, Inc. 3Y 3.95% FIDELITY D & D BANCORP INC 3.88% ABNER HERRMAN & BROCK LLC 3Y 7Y 3.87% C2C Wealth Management, LLC 3Y 3.84% Minneapolis Portfolio Management Group, LLC 3Y 7Y 3.66%

FAQ About Proquility Private Wealth Partners, 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 Proquility Private Wealth Partners, LLC reported owning IBM?

Proquility Private Wealth Partners, LLC reported IBM across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported IBM position in Proquility Private Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for IBM was 1.03% in 2024 Q4.

What is the latest reported IBM position on this page?

The most recent filing on this page is 2025 Q1, when Proquility Private Wealth Partners, LLC reported 12,814 shares, equal to 0.98% of portfolio, with an estimated market value of $3.2M.

What does the chart on this IBM ownership page compare?

The chart compares Proquility Private Wealth Partners, 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.

How well did Proquility Private Wealth Partners, LLC time their IBM position?

Based on 13F filing dates vs. subsequent IBM price moves, Proquility Private Wealth Partners, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on IBM relative to SPY over the holding period was +19.1%.

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