Gifford Fong Associates’s IBM IBM Stock Holding History

Gifford Fong Associates’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 Q4	$3.52M	Hold	11,900	–	–	0.7%	41
2025 Q3	$3.36M	Hold	11,900	–	–	0.71%	42
2025 Q2	$3.51M	Hold	11,900	–	–	0.81%	38
2025 Q1	$2.96M	Hold	11,900	–	–	0.74%	46
2024 Q4	$2.62M	Hold	11,900	–	–	0.64%	52
2024 Q3	$2.63M	Hold	11,900	–	–	0.66%	50
2024 Q2	$2.06M	Hold	11,900	–	–	0.55%	56
2024 Q1	$2.27M	Hold	11,900	–	–	0.63%	54
2023 Q4	$1.95M	Hold	11,900	–	–	0.41%	65
2023 Q3	$1.67M	Hold	11,900	–	–	0.4%	65
2023 Q2	$1.59M	Hold	11,900	–	–	0.37%	71
2023 Q1	$1.56M	Hold	11,900	–	–	0.41%	71
2022 Q4	$1.68M	Hold	11,900	–	–	0.38%	67
2022 Q3	$1.41M	Hold	11,900	–	–	0.35%	70
2022 Q2	$1.68M	Hold	11,900	–	–	0.39%	64
2022 Q1	$1.55M	Hold	11,900	–	–	0.28%	78
2021 Q4	$1.59M	Sell	11,900 -547	-4%	-$68.6K	0.28%	78
2021 Q3	$1.65M	Hold	12,447	–	–	0.32%	74
2021 Q2	$1.74M	Hold	12,447	–	–	0.34%	74
2021 Q1	$1.59M	Hold	12,447	–	–	0.34%	77
2020 Q4	$1.5M	Hold	12,447	–	–	0.35%	70
2020 Q3	$1.45M	Hold	12,447	–	–	0.39%	63
2020 Q2	$1.44M	Hold	12,447	–	–	0.44%	61
2020 Q1	$1.32M	Hold	12,447	–	–	0.48%	53
2019 Q4	$1.59M	Hold	12,447	–	–	0.47%	56
2019 Q3	$1.73M	Hold	12,447	–	–	0.57%	49
2019 Q2	$1.64M	Hold	12,447	–	–	0.55%	50
2019 Q1	$1.68M	Hold	12,447	–	–	0.55%	48
2018 Q4	$1.35M	Hold	12,447	–	–	0.51%	53
2018 Q3	$1.8M	Hold	12,447	–	–	0.57%	47
2018 Q2	$1.66M	Hold	12,447	–	–	0.57%	47
2018 Q1	$1.83M	Buy	+12,447	New	+$1.88M	0.75%	41

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gifford Fong Associates's IBM Position: Q4 2025 in Review

Gifford Fong Associates held its IBM (IBM) position steady in Q4 2025 at 11,900 shares worth $3.52M. The position accounts for 0.7% of the portfolio, ranked #41.

Gifford Fong Associates first reported a position in IBM in Q1 2018 and has held it in 32 quarters since. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Gifford Fong Associates held 11,900 shares of IBM worth $3.52M as of Q4 2025.
Gifford Fong Associates left its IBM share count unchanged in Q4 2025.
IBM made up 0.7% of Gifford Fong Associates's portfolio in Q4 2025, its #41 holding.
Gifford Fong Associates first reported a position in IBM in Q1 2018 and has held it in 32 quarters since.
3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Gifford Fong Associates's 13F filing for Q4 2025, filed 10 Feb 2026.