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Dillon & Associates’s IBM IBM Stock Holding History

Dillon & Associates’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 		– Sell
-1,027
Closed -$226K – 81
2024
Q4 		$226K Hold
1,027
– – 0.03% 77
2024
Q3 		$227K Buy
+1,027
New +$201K 0.03% 76
2024
Q2 		– Sell
-1,152
Closed -$220K – 82
2024
Q1 		$220K Buy
+1,152
New +$210K 0.03% 79
2018
Q4 		– Sell
-1,647
Closed -$238K – 69
2018
Q3 		$238K Hold
1,647
– – 0.08% 65
2018
Q2 		$221K Hold
1,647
– – 0.08% 64
2018
Q1 		$241K Sell
1,647
-27
-2% -$4.08K 0.09% 63
2017
Q4 		$245K Hold
1,674
– – 0.09% 64
2017
Q3 		$232K Hold
1,674
– – 0.09% 66
2017
Q2 		$246K Hold
1,674
– – 0.1% 64
2017
Q1 		$278K Hold
1,674
– – 0.12% 64
2016
Q4 		$266K Hold
1,674
– – 0.12% 61
2016
Q3 		$254K Hold
1,674
– – 0.12% 61
2016
Q2 		$243K Hold
1,674
– – 0.11% 63
2016
Q1 		$242K Hold
1,674
– – 0.11% 64
2015
Q4 		$221K Sell
1,674
-1,673
-50% -$225K 0.11% 61
2015
Q3 		$464K Hold
3,347
– – 0.23% 51
2015
Q2 		$522K Sell
3,347
-183
-5% -$29.4K 0.25% 49
2015
Q1 		$540K Sell
3,530
-2,014
-36% -$305K 0.26% 49
2014
Q4 		$848K Sell
5,544
-549
-9% -$87.3K 0.41% 40
2014
Q3 		$1.11M Sell
6,093
-560
-8% -$102K 0.56% 39
2014
Q2 		$1.15M Buy
6,653
+27
+0.4% +$4.86K 0.59% 39
2014
Q1 		$1.22M Sell
6,626
-262
-4% -$46.1K 0.65% 39
2013
Q4 		$1.24M Hold
6,888
– – 0.67% 41
2013
Q3 		$1.2M Sell
6,888
-3,446
-33% -$626K 0.67% 41
2013
Q2 		$1.89M Buy
+10,334
New +$2.01M 1.21% 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
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

Dillon & Associates's IBM Position: Q1 2025 in Review

Dillon & Associates sold out of IBM (IBM) in Q1 2025, closing a stake of 1,027 shares — an estimated $226K sold.

Dillon & Associates first reported a position in IBM in Q2 2013 and held it in 25 quarters. The position peaked at $1.89M in Q2 2013. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Dillon & Associates reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Dillon & Associates sold 1,027 IBM shares in Q1 2025, an estimated $226K.
  • Dillon & Associates first reported a position in IBM in Q2 2013 and held it in 25 quarters.
  • Dillon & Associates's IBM position peaked at $1.89M in Q2 2013.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Dillon & Associates's 13F filing for Q1 2025, filed 12 May 2025.