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Delta Financial Group’s IBM IBM Stock Holding History

Delta Financial Group’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 		$1.91M Sell
7,702
-26
-0.3% -$6.36K 0.44% 43
2024
Q4 		$1.7M Buy
+7,728
New +$1.72M 0.4% 46
2024
Q2 		– Sell
-7,307
Closed -$1.4M – 161
2024
Q1 		$1.4M Buy
7,307
+74
+1% +$13.5K 0.41% 44
2023
Q4 		$1.18M Sell
7,233
-235
-3% -$35.5K 0.37% 50
2023
Q3 		$1.05M Buy
+7,468
New +$1.06M 0.36% 54
2023
Q2 		– Sell
-4,936
Closed -$647K – 135
2023
Q1 		$647K Buy
4,936
+13
+0.3% +$1.74K 0.25% 71
2022
Q4 		$701K Buy
+4,923
New +$679K 0.31% 61

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

Delta Financial Group's IBM Position: Q1 2025 in Review

Delta Financial Group reduced its IBM (IBM) stake by 0.34% in Q1 2025, selling an estimated $6.36K and leaving 7,702 shares worth $1.91M. The position accounts for 0.44% of the portfolio, ranked #43.

Delta Financial Group first reported a position in IBM in Q4 2022 and has held it in 7 quarters since. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Delta Financial Group held 7,702 shares of IBM worth $1.91M as of Q1 2025.
  • Delta Financial Group sold 26 IBM shares in Q1 2025, an estimated $6.36K.
  • IBM made up 0.44% of Delta Financial Group's portfolio in Q1 2025, its #43 holding.
  • Delta Financial Group first reported a position in IBM in Q4 2022 and has held it in 7 quarters since.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.