EM
IBM icon

ELCO Management’s IBM IBM Stock Holding History

ELCO Management’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
-810
Closed -$201K – 163
2025
Q1 		$201K Buy
+810
New +$198K 0.11% 142
2019
Q4 		– Sell
-1,588
Closed -$221K – 151
2019
Q3 		$221K Buy
+1,588
New +$214K 0.13% 138
2017
Q3 		– Sell
-5,081
Closed -$747K – 138
2017
Q2 		$747K Sell
5,081
-471
-8% -$71K 0.44% 68
2017
Q1 		$924K Buy
5,552
+416
+8% +$69.8K 0.49% 65
2016
Q4 		$815K Sell
5,136
-31
-0.6% -$4.72K 0.45% 69
2016
Q3 		$785K Buy
+5,167
New +$784K 0.31% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

ELCO Management's IBM Position: Q2 2025 in Review

ELCO Management sold out of IBM (IBM) in Q2 2025, closing a stake of 810 shares — an estimated $201K sold.

ELCO Management first reported a position in IBM in Q3 2016 and held it in 6 quarters. The position peaked at $924K in Q1 2017. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • ELCO Management reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • ELCO Management sold 810 IBM shares in Q2 2025, an estimated $201K.
  • ELCO Management first reported a position in IBM in Q3 2016 and held it in 6 quarters.
  • ELCO Management's IBM position peaked at $924K in Q1 2017.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on ELCO Management's 13F filing for Q2 2025, filed 4 Aug 2025.