Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’s IBM IBM Stock Holding History

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)’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	-150	Closed	-$44.2K	–	144
2025 Q2	$44.2K	Sell	150 -1,600	-91%	-$412K	0.02%	144
2025 Q1	$435K	Hold	1,750	–	–	0.28%	81
2024 Q4	$385K	Hold	1,750	–	–	0.22%	83
2024 Q3	$387K	Hold	1,750	–	–	0.25%	81
2024 Q2	$303K	Hold	1,750	–	–	0.2%	82
2024 Q1	$334K	Hold	1,750	–	–	0.23%	79
2023 Q4	$286K	Hold	1,750	–	–	0.24%	79
2023 Q3	$286K	Sell	1,750 -250	-13%	-$35.6K	0.24%	79
2023 Q2	$268K	Sell	2,000 -300	-13%	-$38.7K	0.23%	88
2023 Q1	$302K	Buy	+2,300	New	+$308K	0.31%	78

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s IBM Position: Q3 2025 in Review

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) sold out of IBM (IBM) in Q3 2025, closing a stake of 150 shares — an estimated $44.2K sold.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in IBM in Q1 2023 and held it in 10 quarters. The position peaked at $435K in Q1 2025. 3,424 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) sold 150 IBM shares in Q3 2025, an estimated $44.2K.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI) first reported a position in IBM in Q1 2023 and held it in 10 quarters.
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s IBM position peaked at $435K in Q1 2025.
3,424 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)'s 13F filing for Q3 2025, filed 3 Nov 2025.