Cutter & Co Brokerage’s IBM IBM Stock Holding History

Cutter & Co Brokerage’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 Q2	–	Sell	-4,061	Closed	-$1.01M	–	78
2025 Q1	$1.01M	Sell	4,061 -186	-4%	-$45.5K	0.24%	67
2024 Q4	$934K	Sell	4,247 -294	-6%	-$65.5K	0.23%	66
2024 Q3	$1M	Buy	4,541 +170	+4%	+$33.3K	0.23%	67
2024 Q2	$756K	Sell	4,371 -55	-1%	-$9.56K	0.18%	73
2024 Q1	$845K	Buy	4,426 +6	+0.1%	+$1.09K	0.21%	76
2023 Q4	$723K	Buy	4,420 +35	+0.8%	+$5.29K	0.2%	78
2023 Q3	$615K	Buy	4,385 +7	+0.2%	+$996	0.18%	80
2023 Q2	$586K	Buy	4,378 +412	+10%	+$53.2K	0.17%	83
2023 Q1	$520K	Sell	3,966 -134	-3%	-$17.9K	0.16%	95
2022 Q4	$578K	Sell	4,100 -449	-10%	-$61.9K	0.2%	86
2022 Q3	$540K	Buy	4,549 +154	+4%	+$20.2K	0.2%	90
2022 Q2	$621K	Buy	4,395 +92	+2%	+$12.4K	0.21%	93
2022 Q1	$560K	Sell	4,303 -32	-0.7%	-$4.17K	0.17%	106
2021 Q4	$579K	Sell	4,335 -388	-8%	-$48.7K	0.16%	119
2021 Q3	$627K	Sell	4,723 -529	-10%	-$70.7K	0.15%	134
2021 Q2	$736K	Sell	5,252 -260	-5%	-$35.6K	0.17%	119
2021 Q1	$702K	Sell	5,512 -166	-3%	-$19.9K	0.17%	122
2020 Q4	$683K	Buy	5,678 +705	+14%	+$81.5K	0.18%	120
2020 Q3	$578K	Buy	4,973 +65	+1%	+$7.65K	0.17%	116
2020 Q2	$567K	Buy	4,908 +2,128	+77%	+$247K	0.18%	112
2020 Q1	$295K	Sell	2,780 -566	-17%	-$71.6K	0.11%	148
2019 Q4	$429K	Buy	3,346 +777	+30%	+$101K	0.15%	133
2019 Q3	$357K	Sell	2,569 -248	-9%	-$33.5K	0.11%	182
2019 Q2	$371K	Buy	2,817 +372	+15%	+$48.9K	0.12%	188
2019 Q1	$330K	Buy	+2,445	New	+$312K	0.09%	192
2018 Q4	–	Sell	-5,269	Closed	-$762K	–	278
2018 Q3	$762K	Sell	5,269 -256	-5%	-$35.8K	0.26%	94
2018 Q2	$738K	Hold	5,525	–	–	0.28%	94
2018 Q1	$810K	Buy	5,525 +481	+10%	+$72.8K	0.32%	84
2017 Q4	$740K	Buy	+5,044	New	+$733K	0.3%	80
2016 Q3	–	Sell	-1,525	Closed	-$221K	–	259
2016 Q2	$221K	Sell	1,525 -3,529	-70%	-$505K	0.09%	183
2016 Q1	$732K	Sell	5,054 -102	-2%	-$13K	0.34%	73
2015 Q4	$678K	Sell	5,156 -101	-2%	-$13.6K	0.32%	82
2015 Q3	$729K	Sell	5,257 -180	-3%	-$26.6K	0.36%	78
2015 Q2	$846K	Buy	5,437 +379	+7%	+$60.9K	0.34%	87
2015 Q1	$776K	Sell	5,058 -1,174	-19%	-$178K	0.32%	92
2014 Q4	$956K	Sell	6,232 -233	-4%	-$37.1K	0.36%	82
2014 Q3	$1.17M	Buy	6,465 +1	+0%	+$182	0.45%	69
2014 Q2	$1.12M	Sell	6,464 -207	-3%	-$37.3K	0.41%	75
2014 Q1	$1.23M	Buy	6,671 +943	+16%	+$166K	0.48%	67
2013 Q4	$1.03M	Buy	5,728 +3,413	+147%	+$589K	0.48%	66
2013 Q3	$410K	Buy	2,315 +100	+5%	+$18.2K	0.18%	123
2013 Q2	$405K	Buy	+2,215	New	+$431K	0.19%	122

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cutter & Co Brokerage's IBM Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of IBM (IBM) in Q2 2025, closing a stake of 4,061 shares — an estimated $1.01M sold.

Cutter & Co Brokerage first reported a position in IBM in Q2 2013 and held it in 42 quarters. The position peaked at $1.23M in Q1 2014. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Cutter & Co Brokerage reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 4,061 IBM shares in Q2 2025, an estimated $1.01M.
Cutter & Co Brokerage first reported a position in IBM in Q2 2013 and held it in 42 quarters.
Cutter & Co Brokerage's IBM position peaked at $1.23M in Q1 2014.
3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.