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FWG Investments’s IBM IBM Stock Holding History

FWG Investments’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 		– Sell
-3,291
Closed -$724K – 77
2024
Q4 		$724K Sell
3,291
-2
-0.1% -$445 0.56% 51
2024
Q3 		$728K Buy
3,293
+8
+0.2% +$1.57K 0.63% 45
2024
Q2 		$568K Buy
3,285
+1
+0% +$174 0.57% 46
2024
Q1 		$627K Buy
3,284
+5
+0.2% +$912 0.68% 34
2023
Q4 		$536K Buy
+3,279
New +$495K 0.67% 38

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

FWG Investments's IBM Position: Q1 2025 in Review

FWG Investments sold out of IBM (IBM) in Q1 2025, closing a stake of 3,291 shares — an estimated $724K sold.

FWG Investments first reported a position in IBM in Q4 2023 and held it in 5 quarters. The position peaked at $728K in Q3 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • FWG Investments reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • FWG Investments sold 3,291 IBM shares in Q1 2025, an estimated $724K.
  • FWG Investments first reported a position in IBM in Q4 2023 and held it in 5 quarters.
  • FWG Investments's IBM position peaked at $728K in Q3 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on FWG Investments's 13F filing for Q1 2025, filed 14 May 2025.