Country Club Bank’s IBM IBM Stock Holding History

Country Club Bank’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	$1.27M	Hold	4,533	–	–	0.08%	193
2025 Q2	$1.31M	Sell	4,533 -75	-2%	-$19.3K	0.08%	188
2025 Q1	$1.12M	Hold	4,608	–	–	0.08%	191
2024 Q4	$1.01M	Buy	4,608 +240	+5%	+$53.5K	0.07%	200
2024 Q3	$965K	Sell	4,368 -445	-9%	-$87.3K	0.06%	209
2024 Q2	$822K	Sell	4,813 -2,050	-30%	-$356K	0.06%	216
2024 Q1	$1.31M	Sell	6,863 -1,050	-13%	-$192K	0.09%	168
2023 Q4	$1.3M	Sell	7,913 -204	-3%	-$30.8K	0.1%	168
2023 Q3	$1.15M	Sell	8,117 -2,043	-20%	-$291K	0.09%	167
2023 Q2	$1.36M	Sell	10,160 -3,681	-27%	-$475K	0.11%	154
2023 Q1	$1.79M	Sell	13,841 -6,908	-33%	-$924K	0.15%	136
2022 Q4	$2.92M	Sell	20,749 -49,464	-70%	-$6.82M	0.25%	97
2022 Q3	$8.54M	Sell	70,213 -1,213	-2%	-$159K	0.82%	39
2022 Q2	$10.1M	Sell	71,426 -7,023	-9%	-$948K	0.93%	33
2022 Q1	$10.4M	Buy	+78,449	New	+$10.2M	0.9%	41

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Country Club Bank's IBM Position: Q3 2025 in Review

Country Club Bank held its IBM (IBM) position steady in Q3 2025 at 4,533 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #193.

Country Club Bank first reported a position in IBM in Q1 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q1 2022. 3,417 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Country Club Bank held 4,533 shares of IBM worth $1.27M as of Q3 2025.
Country Club Bank left its IBM share count unchanged in Q3 2025.
IBM made up 0.08% of Country Club Bank's portfolio in Q3 2025, its #193 holding.
Country Club Bank first reported a position in IBM in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's IBM position peaked at $10.4M in Q1 2022.
3,417 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.