Belmont Capital’s IBM IBM Stock Holding History

Belmont Capital’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	$368K	Hold	1,248	–	–	0.06%	91
2025 Q1	$310K	Hold	1,248	–	–	0.06%	97
2024 Q4	$274K	Sell	1,248 -200	-14%	-$44.5K	0.04%	70
2024 Q3	$320K	Hold	1,448	–	–	0.05%	95
2024 Q2	$250K	Buy	+1,448	New	+$252K	0.05%	116

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

Belmont Capital's IBM Position: Q2 2025 in Review

Belmont Capital held its IBM (IBM) position steady in Q2 2025 at 1,248 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #91.

Belmont Capital first reported a position in IBM in Q2 2024 and has held it in 5 quarters since. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Belmont Capital held 1,248 shares of IBM worth $368K as of Q2 2025.
Belmont Capital left its IBM share count unchanged in Q2 2025.
IBM made up 0.06% of Belmont Capital's portfolio in Q2 2025, its #91 holding.
Belmont Capital first reported a position in IBM in Q2 2024 and has held it in 5 quarters since.
3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.