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FORA Capital’s IBM IBM Stock Holding History

FORA Capital’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 		– Sell
-1,246
Closed -$367K – 579
2025
Q2 		$367K Sell
1,246
-832
-40% -$214K 0.04% 372
2025
Q1 		$517K Buy
+2,078
New +$508K 0.05% 323
2024
Q3 		– Sell
-33,082
Closed -$5.72M – 503
2024
Q2 		$5.72M Buy
+33,082
New +$5.75M 0.7% 33
2023
Q2 		– Sell
-94,407
Closed -$12.4M – 473
2023
Q1 		$12.4M Buy
94,407
+52,809
+127% +$7.06M 1.24% 7
2022
Q4 		$5.86M Buy
+41,598
New +$5.74M 0.95% 18
2022
Q2 		– Sell
-21,506
Closed -$2.84M – 545
2022
Q1 		$2.84M Buy
+21,506
New +$2.8M 0.51% 50
2021
Q4 		– Sell
-3,678
Closed -$488K – 380
2021
Q3 		$488K Sell
3,678
-19,243
-84% -$2.57M 0.12% 204
2021
Q2 		$3.21M Buy
22,921
+11,343
+98% +$1.55M 0.6% 35
2021
Q1 		$1.48M Buy
11,578
+5,804
+101% +$695K 0.48% 47
2020
Q4 		$695K Buy
+5,774
New +$667K 0.11% 214
2020
Q3 		– Sell
-10,102
Closed -$1.17M – 795
2020
Q2 		$1.17M Sell
10,102
-6,268
-38% -$728K 0.4% 51
2020
Q1 		$1.74M Sell
16,370
-306
-2% -$38.7K 0.37% 55
2019
Q4 		$2.14M Buy
+16,676
New +$2.17M 0.22% 122

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

FORA Capital's IBM Position: Q3 2025 in Review

FORA Capital sold out of IBM (IBM) in Q3 2025, closing a stake of 1,246 shares — an estimated $367K sold.

FORA Capital first reported a position in IBM in Q4 2019 and held it in 13 quarters. The position peaked at $12.4M in Q1 2023. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • FORA Capital reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • FORA Capital sold 1,246 IBM shares in Q3 2025, an estimated $367K.
  • FORA Capital first reported a position in IBM in Q4 2019 and held it in 13 quarters.
  • FORA Capital's IBM position peaked at $12.4M in Q1 2023.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.