AF
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Affiance Financial’s IBM IBM Stock Holding History

Affiance Financial’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
Q3 		– Sell
-889
Closed -$262K – 106
2025
Q2 		$262K Buy
+889
New +$229K 0.05% 90
2023
Q1 		– Sell
-535
Closed -$75.4K – 234
2022
Q4 		$75.4K Buy
+535
New +$73.8K 0.03% 143
2020
Q2 		– Sell
-4,384
Closed -$465K – 136
2020
Q1 		$465K Hold
4,384
– – 0.32% 46
2019
Q4 		$562K Sell
4,384
-512
-10% -$66.5K 0.31% 49
2019
Q3 		$681K Hold
4,896
– – 0.41% 44
2019
Q2 		$646K Hold
4,896
– – 0.4% 48
2019
Q1 		$660K Buy
4,896
+151
+3% +$19.2K 0.42% 47
2018
Q4 		$516K Sell
4,745
-274
-5% -$32.9K 0.34% 56
2018
Q3 		$726K Hold
5,019
– – 0.48% 45
2018
Q2 		$670K Buy
5,019
+101
+2% +$14.1K 0.51% 43
2018
Q1 		$721K Buy
4,918
+2,915
+146% +$441K 0.64% 30
2017
Q4 		$294K Sell
2,003
-11
-0.5% -$1.6K 0.22% 64
2017
Q3 		$279K Sell
2,014
-52
-3% -$7.24K 0.22% 65
2017
Q2 		$304K Sell
2,066
-55
-3% -$8.29K 0.24% 59
2017
Q1 		$353K Hold
2,121
– – 0.27% 56
2016
Q4 		$337K Buy
2,121
+103
+5% +$15.7K 0.27% 60
2016
Q3 		$306K Hold
2,018
– – 0.25% 63
2016
Q2 		$293K Sell
2,018
-524
-21% -$75K 0.25% 65
2016
Q1 		$368K Sell
2,542
-76
-3% -$9.71K 0.35% 57
2015
Q4 		$344K Hold
2,618
– – 0.35% 57
2015
Q3 		$363K Hold
2,618
– – 0.45% 51
2015
Q2 		$407K Hold
2,618
– – 0.52% 53
2015
Q1 		$402K Hold
2,618
– – 0.61% 46
2014
Q4 		$402K Buy
+2,618
New +$417K 0.71% 36

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Affiance Financial's IBM Position: Q3 2025 in Review

Affiance Financial sold out of IBM (IBM) in Q3 2025, closing a stake of 889 shares — an estimated $262K sold.

Affiance Financial first reported a position in IBM in Q4 2014 and held it in 24 quarters. The position peaked at $726K in Q3 2018. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Affiance Financial reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Affiance Financial sold 889 IBM shares in Q3 2025, an estimated $262K.
  • Affiance Financial first reported a position in IBM in Q4 2014 and held it in 24 quarters.
  • Affiance Financial's IBM position peaked at $726K in Q3 2018.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Affiance Financial's 13F filing for Q3 2025, filed 14 Oct 2025.