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D. Scott Neal’s IBM IBM Stock Holding History

D. Scott Neal’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 		$607K Sell
2,150
-312
-13% -$81.7K 0.28% 28
2025
Q2 		$726K Buy
2,462
+10
+0.4% +$2.58K 0.36% 27
2025
Q1 		$610K Sell
2,452
-9
-0.4% -$2.2K 0.34% 26
2024
Q4 		$541K Sell
2,461
-4
-0.2% -$891 0.3% 30
2024
Q3 		$545K Sell
2,465
-3
-0.1% -$588 0.29% 31
2024
Q2 		$427K Sell
2,468
-5
-0.2% -$869 0.24% 41
2024
Q1 		$472K Sell
2,473
-8
-0.3% -$1.46K 0.31% 37
2023
Q4 		$406K Sell
2,481
-4
-0.2% -$604 0.36% 37
2023
Q3 		$349K Sell
2,485
-3
-0.1% -$427 0.3% 41
2023
Q2 		$333K Sell
2,488
-1
-0% -$129 0.25% 45
2023
Q1 		$326K Sell
2,489
-5
-0.2% -$669 0.18% 46
2022
Q4 		$351K Sell
2,494
-159
-6% -$21.9K 0.17% 41
2022
Q3 		$315K Sell
2,653
-2
-0.1% -$262 0.13% 44
2022
Q2 		$375K Sell
2,655
-1,006
-27% -$136K 0.16% 42
2022
Q1 		$476K Buy
3,661
+888
+32% +$116K 0.19% 40
2021
Q4 		$371K Sell
2,773
-234
-8% -$29.3K 0.14% 46
2021
Q3 		$399K Buy
3,007
+67
+2% +$8.96K 0.17% 31
2021
Q2 		$412K Sell
2,940
-117
-4% -$16K 0.19% 30
2021
Q1 		$390K Sell
3,057
-99
-3% -$11.8K 0.17% 28
2020
Q4 		$380K Buy
3,156
+982
+45% +$113K 0.19% 25
2020
Q3 		$253K Sell
2,174
-73
-3% -$8.6K 0.14% 32
2020
Q2 		$259K Sell
2,247
-8
-0.4% -$929 0.16% 30
2020
Q1 		$239K Buy
2,255
+159
+8% +$20.1K 0.14% 28
2019
Q4 		$269K Sell
2,096
-171
-8% -$22.2K 0.13% 36
2019
Q3 		$315K Hold
2,267
– – 0.16% 28
2019
Q2 		$299K Sell
2,267
-97
-4% -$12.7K 0.16% 23
2019
Q1 		$319K Sell
2,364
-46
-2% -$5.86K 0.17% 19
2018
Q4 		$262K Buy
2,410
+75
+3% +$9K 0.14% 22
2018
Q3 		$338K Sell
2,335
-91
-4% -$12.7K 0.17% 24
2018
Q2 		$324K Sell
2,426
-545
-18% -$76K 0.18% 28
2018
Q1 		$436K Sell
2,971
-78
-3% -$11.8K 0.25% 25
2017
Q4 		$447K Sell
3,049
-136
-4% -$19.8K 0.27% 29
2017
Q3 		$442K Buy
3,185
+132
+4% +$18.4K 0.27% 27
2017
Q2 		$449K Sell
3,053
-52
-2% -$7.84K 0.31% 28
2017
Q1 		$517K Sell
3,105
-16
-0.5% -$2.68K 0.33% 27
2016
Q4 		$495K Buy
3,121
+720
+30% +$110K 0.35% 23
2016
Q3 		$365K Buy
2,401
+545
+29% +$82.7K 0.29% 22
2016
Q2 		$269K Sell
1,856
-96
-5% -$13.7K 0.24% 26
2016
Q1 		$283K Sell
1,952
-4
-0.2% -$511 0.27% 26
2015
Q4 		$257K Sell
1,956
-4
-0.2% -$537 0.2% 28
2015
Q3 		$272K Buy
1,960
+42
+2% +$6.2K 0.23% 29
2015
Q2 		$298K Sell
1,918
-84
-4% -$13.5K 0.2% 33
2015
Q1 		$307K Sell
2,002
-34
-2% -$5.16K 0.22% 30
2014
Q4 		$312K Buy
2,036
+126
+7% +$20K 0.22% 30
2014
Q3 		$347K Hold
1,910
– – 0.28% 27
2014
Q2 		$331K Sell
1,910
-67
-3% -$12.1K 0.26% 28
2014
Q1 		$364K Sell
1,977
-84
-4% -$14.8K 0.31% 35
2013
Q4 		$370K Buy
+2,061
New +$355K 0.33% 28

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

D. Scott Neal's IBM Position: Q3 2025 in Review

D. Scott Neal reduced its IBM (IBM) stake by 13% in Q3 2025, selling an estimated $81.7K and leaving 2,150 shares worth $607K. The position accounts for 0.28% of the portfolio, ranked #28.

D. Scott Neal first reported a position in IBM in Q4 2013 and has held it in 48 quarters since. The position peaked at $726K in Q2 2025. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • D. Scott Neal held 2,150 shares of IBM worth $607K as of Q3 2025.
  • D. Scott Neal sold 312 IBM shares in Q3 2025, an estimated $81.7K.
  • IBM made up 0.28% of D. Scott Neal's portfolio in Q3 2025, its #28 holding.
  • D. Scott Neal first reported a position in IBM in Q4 2013 and has held it in 48 quarters since.
  • D. Scott Neal's IBM position peaked at $726K in Q2 2025.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.