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Bard Financial Services’s IBM IBM Stock Holding History

Bard Financial Services’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 		$3.27M Sell
11,605
-125
-1% -$32.7K 0.36% 71
2025
Q2 		$3.46M Sell
11,730
-670
-5% -$173K 0.41% 62
2025
Q1 		$3.08M Buy
12,400
+10
+0.1% +$2.45K 0.38% 66
2024
Q4 		$2.72M Hold
12,390
– – 0.33% 71
2024
Q3 		$2.74M Sell
12,390
-18,470
-60% -$3.62M 0.32% 72
2024
Q2 		$5.34M Hold
30,860
– – 0.55% 48
2024
Q1 		$5.89M Buy
30,860
+150
+0.5% +$27.4K 0.63% 44
2023
Q4 		$5.02M Buy
30,710
+125
+0.4% +$18.9K 0.56% 48
2023
Q3 		$4.29M Sell
30,585
-305
-1% -$43.4K 0.53% 50
2023
Q2 		$4.13M Sell
30,890
-1,000
-3% -$129K 0.31% 76
2023
Q1 		$4.18M Sell
31,890
-500
-2% -$66.9K 0.33% 74
2022
Q4 		$4.56M Buy
32,390
+680
+2% +$93.8K 0.39% 65
2022
Q3 		$3.77M Buy
31,710
+825
+3% +$108K 0.35% 70
2022
Q2 		$4.36M Buy
30,885
+1,750
+6% +$236K 0.4% 61
2022
Q1 		$3.79M Buy
29,135
+1,850
+7% +$241K 0.31% 83
2021
Q4 		$3.65M Sell
27,285
-994
-4% -$125K 0.29% 83
2021
Q3 		$3.76M Hold
28,279
– – 0.33% 79
2021
Q2 		$3.96M Buy
28,279
+523
+2% +$71.5K 0.35% 78
2021
Q1 		$3.54M Sell
27,756
-261
-0.9% -$31.2K 0.34% 80
2020
Q4 		$3.37M Buy
+28,017
New +$3.24M 0.34% 80

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bard Financial Services's IBM Position: Q3 2025 in Review

Bard Financial Services reduced its IBM (IBM) stake by 1.1% in Q3 2025, selling an estimated $32.7K and leaving 11,605 shares worth $3.27M. The position accounts for 0.36% of the portfolio, ranked #71.

Bard Financial Services first reported a position in IBM in Q4 2020 and has held it in 20 quarters since. The position peaked at $5.89M in Q1 2024. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Bard Financial Services held 11,605 shares of IBM worth $3.27M as of Q3 2025.
  • Bard Financial Services sold 125 IBM shares in Q3 2025, an estimated $32.7K.
  • IBM made up 0.36% of Bard Financial Services's portfolio in Q3 2025, its #71 holding.
  • Bard Financial Services first reported a position in IBM in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's IBM position peaked at $5.89M in Q1 2024.
  • 3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.