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Callan Capital’s IBM IBM Stock Holding History

Callan 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
Q1 		$614K Buy
2,471
+601
+32% +$147K 0.05% 179
2024
Q4 		$411K Buy
1,870
+44
+2% +$9.8K 0.03% 212
2024
Q3 		$404K Sell
1,826
-61
-3% -$12K 0.03% 215
2024
Q2 		$326K Buy
1,887
+567
+43% +$98.5K 0.03% 222
2024
Q1 		$252K Buy
+1,320
New +$241K 0.02% 235

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 $1.61T 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

Callan Capital's IBM Position: Q1 2025 in Review

Callan Capital increased its IBM (IBM) stake by 32% in Q1 2025, buying an estimated $147K and bringing the position to 2,471 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #179.

Callan Capital first reported a position in IBM in Q1 2024 and has held it in 5 quarters since. 3,259 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Callan Capital held 2,471 shares of IBM worth $614K as of Q1 2025.
  • Callan Capital bought 601 IBM shares in Q1 2025, an estimated $147K.
  • IBM made up 0.05% of Callan Capital's portfolio in Q1 2025, its #179 holding.
  • Callan Capital first reported a position in IBM in Q1 2024 and has held it in 5 quarters since.
  • 3,259 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.