ACP
IBM icon

Aveo Capital Partners’s IBM IBM Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-2,173
Closed -$478K – 243
2024
Q4 		$478K Sell
2,173
-34
-2% -$7.57K 0.05% 214
2024
Q3 		$488K Sell
2,207
-2
-0.1% -$392 0.05% 201
2024
Q2 		$382K Sell
2,209
-821
-27% -$143K 0.04% 228
2024
Q1 		$502K Sell
3,030
-71
-2% -$13K 0.05% 219
2023
Q4 		$507K Buy
3,101
+109
+4% +$16.5K 0.06% 204
2023
Q3 		$420K Sell
2,992
-163
-5% -$23.2K 0.06% 218
2023
Q2 		$422K Buy
3,155
+309
+11% +$39.9K 0.05% 227
2023
Q1 		$373K Buy
2,846
+172
+6% +$23K 0.05% 238
2022
Q4 		$377K Buy
2,674
+396
+17% +$54.6K 0.06% 231
2022
Q3 		$271K Buy
2,278
+46
+2% +$6.04K 0.05% 227
2022
Q2 		$315K Buy
2,232
+202
+10% +$27.3K 0.05% 218
2022
Q1 		$264K Buy
2,030
+278
+16% +$36.3K 0.05% 236
2021
Q4 		$234K Sell
1,752
-1,051
-37% -$132K 0.04% 253
2021
Q3 		$372K Buy
2,803
+255
+10% +$34.1K 0.08% 185
2021
Q2 		$357K Buy
2,548
+148
+6% +$20.2K 0.08% 195
2021
Q1 		$306K Buy
+2,400
New +$287K 0.08% 188
2018
Q3 		– Sell
-1,656
Closed -$221K – 146
2018
Q2 		$221K Buy
1,656
+139
+9% +$19.4K 0.1% 128
2018
Q1 		$222K Buy
+1,517
New +$230K 0.09% 126
2017
Q3 		– Sell
-1,520
Closed -$224K – 139
2017
Q2 		$224K Buy
1,520
+23
+2% +$3.47K 0.08% 110
2017
Q1 		$249K Sell
1,497
-2,832
-65% -$475K 0.09% 98
2016
Q4 		$687K Buy
+4,329
New +$659K 0.2% 79

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Aveo Capital Partners's IBM Position: Q1 2025 in Review

Aveo Capital Partners sold out of IBM (IBM) in Q1 2025, closing a stake of 2,173 shares — an estimated $478K sold.

Aveo Capital Partners first reported a position in IBM in Q4 2016 and held it in 21 quarters. The position peaked at $687K in Q4 2016. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Aveo Capital Partners reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 2,173 IBM shares in Q1 2025, an estimated $478K.
  • Aveo Capital Partners first reported a position in IBM in Q4 2016 and held it in 21 quarters.
  • Aveo Capital Partners's IBM position peaked at $687K in Q4 2016.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.