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Freedom Investment Management’s IBM IBM Stock Holding History

Freedom Investment 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
Q3 		– Sell
-9,416
Closed -$2.78M – 392
2025
Q2 		$2.78M Sell
9,416
-872
-8% -$225K 0.22% 77
2025
Q1 		$2.56M Buy
10,288
+95
+0.9% +$23.2K 0.21% 79
2024
Q4 		$2.24M Sell
10,193
-785
-7% -$175K 0.19% 86
2024
Q3 		$2.43M Buy
10,978
+6,029
+122% +$1.18M 0.19% 86
2024
Q2 		$856K Buy
4,949
+48
+1% +$8.34K 0.07% 279
2024
Q1 		$936K Sell
4,901
-826
-14% -$151K 0.08% 265
2023
Q4 		$937K Sell
5,727
-3,525
-38% -$533K 0.08% 269
2023
Q3 		$1.3M Sell
9,252
-1,025
-10% -$146K 0.16% 147
2023
Q2 		$1.38M Sell
10,277
-1,202
-10% -$155K 0.15% 161
2023
Q1 		$1.5M Sell
11,479
-4,068
-26% -$544K 0.17% 161
2022
Q4 		$2.19M Sell
15,547
-3,777
-20% -$521K 0.25% 96
2022
Q3 		$2.3M Sell
19,324
-2,830
-13% -$371K 0.26% 89
2022
Q2 		$3.13M Sell
22,154
-5,720
-21% -$772K 0.33% 68
2022
Q1 		$3.62M Sell
27,874
-7,058
-20% -$920K 0.33% 71
2021
Q4 		$4.67M Buy
34,932
+17
+0% +$2.13K 0.34% 57
2021
Q3 		$4.64M Buy
34,915
+678
+2% +$90.6K 0.35% 48
2021
Q2 		$4.8M Buy
34,237
+2,109
+7% +$288K 0.36% 49
2021
Q1 		$4.09M Buy
32,128
+10,758
+50% +$1.29M 0.32% 69
2020
Q4 		$2.57M Sell
21,370
-328
-2% -$37.9K 0.28% 77
2020
Q3 		$2.52M Buy
21,698
+2,146
+11% +$253K 0.27% 78
2020
Q2 		$2.26M Buy
19,552
+271
+1% +$31.5K 0.25% 85
2020
Q1 		$2.83M Buy
19,281
+1,298
+7% +$164K 0.25% 89
2019
Q4 		$2.3M Sell
17,983
-804
-4% -$104K 0.2% 107
2019
Q3 		$2.61M Buy
18,787
+491
+3% +$66.2K 0.23% 89
2019
Q2 		$2.41M Buy
18,296
+1,409
+8% +$185K 0.2% 105
2019
Q1 		$2.28M Sell
16,887
-10,956
-39% -$1.4M 0.18% 117
2018
Q4 		$3.03M Sell
27,843
-2,897
-9% -$348K 0.24% 68
2018
Q3 		$4.28M Sell
30,740
-158
-0.5% -$22.1K 0.27% 52
2018
Q2 		$4.13M Buy
30,898
+7,631
+33% +$1.06M 0.25% 56
2018
Q1 		$3.41M Buy
23,267
+5,304
+30% +$802K 0.17% 87
2017
Q4 		$2.63M Buy
17,963
+1,106
+7% +$161K 0.13% 108
2017
Q3 		$2.34M Sell
16,857
-1,431
-8% -$199K 0.13% 115
2017
Q2 		$2.69M Buy
18,288
+2,361
+15% +$356K 0.15% 81
2017
Q1 		$2.65M Buy
15,927
+2,633
+20% +$441K 0.15% 82
2016
Q4 		$2.11M Buy
13,294
+4,696
+55% +$715K 0.13% 89
2016
Q3 		$1.31M Buy
8,598
+1,013
+13% +$154K 0.08% 172
2016
Q2 		$1.1M Buy
7,585
+3,489
+85% +$499K 0.07% 198
2016
Q1 		$593K Buy
4,096
+122
+3% +$15.6K 0.04% 344
2015
Q4 		$523K Sell
3,974
-32,881
-89% -$4.42M 0.04% 391
2015
Q3 		$1.61M Buy
36,855
+32,897
+831% +$4.86M 0.16% 85
2015
Q2 		$616K Buy
3,958
+584
+17% +$93.9K 0.06% 282
2015
Q1 		$518K Buy
+3,374
New +$512K 0.06% 294
2014
Q4 		– Sell
-2,083
Closed -$378K – 602
2014
Q3 		$378K Buy
2,083
+496
+31% +$90.4K 0.07% 283
2014
Q2 		$275K Sell
1,587
-149
-9% -$26.8K 0.05% 361
2014
Q1 		$320K Buy
1,736
+480
+38% +$84.5K 0.07% 278
2013
Q4 		$225K Buy
1,256
+14
+1% +$2.41K 0.06% 356
2013
Q3 		$220K Buy
1,242
+62
+5% +$11.3K 0.06% 301
2013
Q2 		$216K Buy
+1,180
New +$230K 0.07% 256

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

Freedom Investment Management's IBM Position: Q3 2025 in Review

Freedom Investment Management sold out of IBM (IBM) in Q3 2025, closing a stake of 9,416 shares — an estimated $2.78M sold.

Freedom Investment Management first reported a position in IBM in Q2 2013 and held it in 48 quarters. The position peaked at $4.8M in Q2 2021. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Freedom Investment Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 9,416 IBM shares in Q3 2025, an estimated $2.78M.
  • Freedom Investment Management first reported a position in IBM in Q2 2013 and held it in 48 quarters.
  • Freedom Investment Management's IBM position peaked at $4.8M in Q2 2021.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.