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Carderock Capital Management’s IBM IBM Stock Holding History

Carderock Capital Management’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 		– Sell
-4
Closed -$1.18K – 93
2025
Q2 		$1.18K Buy
+4
New +$1.03K ﹤0.01% 139
2023
Q2 		– Sell
-40
Closed -$5.24K – 82
2023
Q1 		$5.24K Buy
+40
New +$5.35K ﹤0.01% 123
2021
Q4 		– Sell
-400
Closed -$53K – 105
2021
Q3 		$53K Buy
+400
New +$53.5K 0.01% 110
2015
Q1 		– Sell
-1,496
Closed -$229K – 86
2014
Q4 		$229K Hold
1,496
– – 0.11% 86
2014
Q3 		$271K Sell
1,496
-104
-7% -$18.9K 0.14% 84
2014
Q2 		$277K Buy
1,600
+367
+30% +$66.1K 0.14% 86
2014
Q1 		$227K Sell
1,233
-1,521
-55% -$268K 0.12% 92
2013
Q4 		$494K Sell
2,754
-6,074
-69% -$1.05M 0.26% 75
2013
Q3 		$1.56M Sell
8,828
-6,390
-42% -$1.16M 0.91% 42
2013
Q2 		$2.78M Buy
+15,218
New +$2.96M 1.64% 24

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

Carderock Capital Management's IBM Position: Q3 2025 in Review

Carderock Capital Management sold out of IBM (IBM) in Q3 2025, closing a stake of 4 shares — an estimated $1.18K sold.

Carderock Capital Management first reported a position in IBM in Q2 2013 and held it in 10 quarters. The position peaked at $2.78M in Q2 2013. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Carderock Capital Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Carderock Capital Management sold 4 IBM shares in Q3 2025, an estimated $1.18K.
  • Carderock Capital Management first reported a position in IBM in Q2 2013 and held it in 10 quarters.
  • Carderock Capital Management's IBM position peaked at $2.78M in Q2 2013.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.