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Broadwater Capital’s IBM IBM Stock Holding History

Broadwater 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
Q4 		$1.91M Hold
6,455
– – 1.43% 19
2025
Q3 		$1.82M Sell
6,455
-1,896,350
-100% -$496M 1.33% 20
2025
Q2 		$1.9B Buy
1,902,805
+1,896,350
+29,378% +$489M 1.48% 20
2025
Q1 		$1.61M Hold
6,455
– – 1.26% 24
2024
Q4 		$1.42M Hold
6,455
– – 1.09% 25
2024
Q3 		$1.43M Hold
6,455
– – 1.05% 24
2024
Q2 		$1.12M Hold
6,455
– – 0.86% 32
2024
Q1 		$1.23M Hold
6,455
– – 0.95% 30
2023
Q4 		$1.06M Buy
+6,455
New +$975K 0.83% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Broadwater Capital's IBM Position: Q4 2025 in Review

Broadwater Capital held its IBM (IBM) position steady in Q4 2025 at 6,455 shares worth $1.91M. The position accounts for 1.43% of the portfolio, ranked #19.

Broadwater Capital first reported a position in IBM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.9B in Q2 2025. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Broadwater Capital held 6,455 shares of IBM worth $1.91M as of Q4 2025.
  • Broadwater Capital left its IBM share count unchanged in Q4 2025.
  • IBM made up 1.43% of Broadwater Capital's portfolio in Q4 2025, its #19 holding.
  • Broadwater Capital first reported a position in IBM in Q4 2023 and has held it in 9 quarters since.
  • Broadwater Capital's IBM position peaked at $1.9B in Q2 2025.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Broadwater Capital's 13F filing for Q4 2025, filed 3 Feb 2026.