Custom Index Systems’s IBM IBM Stock Holding History

Custom Index Systems’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 Q4	–	Sell	-716	Closed	-$202K	–	263
2025 Q3	$202K	Buy	+716	New	+$187K	0.06%	259

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 $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Custom Index Systems's IBM Position: Q4 2025 in Review

Custom Index Systems sold out of IBM (IBM) in Q4 2025, closing a stake of 716 shares — an estimated $202K sold.

Custom Index Systems first reported a position in IBM in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Custom Index Systems reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Custom Index Systems sold 716 IBM shares in Q4 2025, an estimated $202K.
Custom Index Systems first reported a position in IBM in Q3 2025 and held it in 1 quarter.
Custom Index Systems's IBM position peaked at $202K in Q3 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.