Ackerman Capital Advisors’s IBM IBM Stock Holding History

Ackerman Capital Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-824	Closed	-$205K	–	117
2025 Q1	$205K	Buy	+824	New	+$202K	0.05%	96
2020 Q1	–	Sell	-1,933	Closed	-$248K	–	131
2019 Q4	$248K	Buy	1,933 +1	+0.1%	+$130	0.07%	173
2019 Q3	$269K	Hold	1,932	–	–	0.09%	114
2019 Q2	$255	Buy	1,932 +1	+0.1%	+$131	﹤0.01%	142
2019 Q1	$260	Buy	1,931 +1	+0.1%	+$127	﹤0.01%	138
2018 Q4	$210	Buy	+1,930	New	+$232K	0.02%	130
2018 Q1	$303K	Buy	2,065 +209	+11%	+$31.6K	0.12%	66
2017 Q4	$257K	Buy	+1,856	New	+$270K	0.11%	63
2017 Q2	$296K	Buy	+2,013	New	+$303K	0.12%	68

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ackerman Capital Advisors's IBM Position: Q2 2025 in Review

Ackerman Capital Advisors sold out of IBM (IBM) in Q2 2025, closing a stake of 824 shares — an estimated $205K sold.

Ackerman Capital Advisors first reported a position in IBM in Q2 2017 and held it in 9 quarters. The position peaked at $303K in Q1 2018. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Ackerman Capital Advisors reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
Ackerman Capital Advisors sold 824 IBM shares in Q2 2025, an estimated $205K.
Ackerman Capital Advisors first reported a position in IBM in Q2 2017 and held it in 9 quarters.
Ackerman Capital Advisors's IBM position peaked at $303K in Q1 2018.
3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Ackerman Capital Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.