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Bristlecone Advisors’s IBM IBM Stock Holding History

Bristlecone 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
Q3 		$674K Hold
2,387
– – 0.06% 153
2025
Q2 		$704K Buy
2,387
+73
+3% +$18.8K 0.06% 143
2025
Q1 		$575K Buy
+2,314
New +$566K 0.05% 185
2020
Q1 		– Sell
-3,010
Closed -$386K – 172
2019
Q4 		$386K Buy
+3,010
New +$391K 0.08% 154
2019
Q3 		– Sell
-3,193
Closed -$421K – 155
2019
Q2 		$421K Buy
+3,193
New +$419K 0.1% 128
2017
Q4 		– Sell
-706
Closed -$98K – 199
2017
Q3 		$98K Buy
+706
New +$98.4K 0.03% 169
2016
Q1 		– Sell
-1,705
Closed -$224K – 174
2015
Q4 		$224K Buy
+1,705
New +$229K 0.09% 159

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

Bristlecone Advisors's IBM Position: Q3 2025 in Review

Bristlecone Advisors held its IBM (IBM) position steady in Q3 2025 at 2,387 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #153.

Bristlecone Advisors first reported a position in IBM in Q4 2015 and has held it in 7 quarters since. The position peaked at $704K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Bristlecone Advisors held 2,387 shares of IBM worth $674K as of Q3 2025.
  • Bristlecone Advisors left its IBM share count unchanged in Q3 2025.
  • IBM made up 0.06% of Bristlecone Advisors's portfolio in Q3 2025, its #153 holding.
  • Bristlecone Advisors first reported a position in IBM in Q4 2015 and has held it in 7 quarters since.
  • Bristlecone Advisors's IBM position peaked at $704K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.