Custos Family Office’s IBM IBM Stock Holding History

Custos Family Office’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	$276K	Buy	930 +3	+0.3%	+$898	0.19%	54
2025 Q3	$262K	Buy	927 +76	+9%	+$19.9K	0.15%	52
2025 Q2	$251K	Buy	+851	New	+$219K	0.08%	66

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Custos Family Office's IBM Position: Q4 2025 in Review

Custos Family Office increased its IBM (IBM) stake by 0.32% in Q4 2025, buying an estimated $898 and bringing the position to 930 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #54.

Custos Family Office first reported a position in IBM in Q2 2025 and has held it in 3 quarters since. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Custos Family Office held 930 shares of IBM worth $276K as of Q4 2025.
Custos Family Office bought 3 IBM shares in Q4 2025, an estimated $898.
IBM made up 0.19% of Custos Family Office's portfolio in Q4 2025, its #54 holding.
Custos Family Office first reported a position in IBM in Q2 2025 and has held it in 3 quarters since.
3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Custos Family Office's 13F filing for Q4 2025, filed 17 Feb 2026.