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Catalina Capital Group’s IBM IBM Stock Holding History

Catalina Capital Group’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 		– Sell
-3,811
Closed -$838K – 273
2024
Q4 		$838K Buy
3,811
+159
+4% +$35.4K 0.28% 70
2024
Q3 		$807K Buy
3,652
+521
+17% +$102K 0.27% 75
2024
Q2 		$541K Buy
3,131
+801
+34% +$139K 0.2% 104
2024
Q1 		$445K Buy
+2,330
New +$425K 0.18% 120

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
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

Catalina Capital Group's IBM Position: Q1 2025 in Review

Catalina Capital Group sold out of IBM (IBM) in Q1 2025, closing a stake of 3,811 shares — an estimated $838K sold.

Catalina Capital Group first reported a position in IBM in Q1 2024 and held it in 4 quarters. The position peaked at $838K in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Catalina Capital Group reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Catalina Capital Group sold 3,811 IBM shares in Q1 2025, an estimated $838K.
  • Catalina Capital Group first reported a position in IBM in Q1 2024 and held it in 4 quarters.
  • Catalina Capital Group's IBM position peaked at $838K in Q4 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Catalina Capital Group's 13F filing for Q1 2025, filed 21 Apr 2025.