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EWG Elevate’s IBM IBM Stock Holding History

EWG Elevate’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 		$367K Buy
1,300
+6
+0.5% +$1.57K 0.11% 89
2025
Q2 		$381K Buy
1,294
+135
+12% +$34.8K 0.12% 103
2025
Q1 		$288K Sell
1,159
-8
-0.7% -$1.96K 0.11% 99
2024
Q4 		$257K Hold
1,167
– – 0.08% 132
2024
Q3 		$258K Buy
1,167
+7
+0.6% +$1.37K 0.1% 96
2024
Q2 		$201K Sell
1,160
-50
-4% -$8.69K 0.07% 127
2024
Q1 		$231K Buy
+1,210
New +$221K 0.09% 114
2023
Q1 		– Sell
-1,095
Closed -$154K – 371
2022
Q4 		$154K Buy
+1,095
New +$151K 0.08% 85

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

EWG Elevate's IBM Position: Q3 2025 in Review

EWG Elevate increased its IBM (IBM) stake by 0.46% in Q3 2025, buying an estimated $1.57K and bringing the position to 1,300 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #89.

EWG Elevate first reported a position in IBM in Q4 2022 and has held it in 8 quarters since. The position peaked at $381K in Q2 2025. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • EWG Elevate held 1,300 shares of IBM worth $367K as of Q3 2025.
  • EWG Elevate bought 6 IBM shares in Q3 2025, an estimated $1.57K.
  • IBM made up 0.11% of EWG Elevate's portfolio in Q3 2025, its #89 holding.
  • EWG Elevate first reported a position in IBM in Q4 2022 and has held it in 8 quarters since.
  • EWG Elevate's IBM position peaked at $381K in Q2 2025.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.