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Foundry Partners’s IBM IBM Stock Holding History

Foundry Partners’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 		$25.6M Sell
103,066
-17,070
-14% -$4.18M 1.36% 11
2024
Q4 		$26.4M Sell
120,136
-1,674
-1% -$373K 1.33% 13
2024
Q3 		$26.9M Sell
121,810
-11,089
-8% -$2.17M 1.33% 15
2024
Q2 		$23M Buy
132,899
+28,102
+27% +$4.88M 1.23% 16
2024
Q1 		$20M Buy
104,797
+2,780
+3% +$507K 1.07% 21
2023
Q4 		$16.7M Sell
102,017
-11,135
-10% -$1.68M 1% 25
2023
Q3 		$15.9M Buy
113,152
+1,551
+1% +$221K 0.99% 28
2023
Q2 		$14.9M Sell
111,601
-19,217
-15% -$2.48M 0.91% 32
2023
Q1 		$17.1M Sell
130,818
-6,758
-5% -$904K 1.08% 25
2022
Q4 		$19.4M Sell
137,576
-1,504
-1% -$207K 1.07% 27
2022
Q3 		$16.5M Buy
139,080
+1,090
+0.8% +$143K 1.04% 29
2022
Q2 		$19.5M Buy
+137,990
New +$18.6M 1.17% 23
2014
Q2 		– Sell
-39,504
Closed -$7.27M – 268
2014
Q1 		$7.27M Buy
+39,504
New +$6.95M 0.68% 58

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

Foundry Partners's IBM Position: Q1 2025 in Review

Foundry Partners reduced its IBM (IBM) stake by 14% in Q1 2025, selling an estimated $4.18M and leaving 103,066 shares worth $25.6M. The position accounts for 1.36% of the portfolio, ranked #11.

Foundry Partners first reported a position in IBM in Q1 2014 and has held it in 13 quarters since. The position peaked at $26.9M in Q3 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Foundry Partners held 103,066 shares of IBM worth $25.6M as of Q1 2025.
  • Foundry Partners sold 17,070 IBM shares in Q1 2025, an estimated $4.18M.
  • IBM made up 1.36% of Foundry Partners's portfolio in Q1 2025, its #11 holding.
  • Foundry Partners first reported a position in IBM in Q1 2014 and has held it in 13 quarters since.
  • Foundry Partners's IBM position peaked at $26.9M in Q3 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.