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Crestline Management’s IBM IBM Stock Holding History

Crestline 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
Q1 		– Sell
-2,492
Closed -$548K – 299
2024
Q4 		$548K Sell
2,492
-2,969
-54% -$661K 0.02% 520
2024
Q3 		$1.21M Buy
+5,461
New +$1.07M 0.06% 248
2018
Q4 		– Sell
-12,291
Closed -$1.78M – 122
2018
Q3 		$1.78M Sell
12,291
-16,474
-57% -$2.3M 0.16% 102
2018
Q2 		$3.84M Buy
+28,765
New +$4.01M 0.4% 60
2018
Q1 		– Sell
-10,722
Closed -$1.57M – 230
2017
Q4 		$1.57M Buy
+10,722
New +$1.56M 0.16% 53

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

Crestline Management's IBM Position: Q1 2025 in Review

Crestline Management sold out of IBM (IBM) in Q1 2025, closing a stake of 2,492 shares — an estimated $548K sold.

Crestline Management first reported a position in IBM in Q4 2017 and held it in 5 quarters. The position peaked at $3.84M in Q2 2018. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Crestline Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Crestline Management sold 2,492 IBM shares in Q1 2025, an estimated $548K.
  • Crestline Management first reported a position in IBM in Q4 2017 and held it in 5 quarters.
  • Crestline Management's IBM position peaked at $3.84M in Q2 2018.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Crestline Management's 13F filing for Q1 2025, filed 15 May 2025.