Gillson Capital’s IBM IBM Stock Holding History

Gillson Capital’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	-72,874	Closed	-$16M	–	74
2024 Q4	$16M	Sell	72,874 -1,427	-2%	-$318K	1.44%	26
2024 Q3	$16.4M	Sell	74,301 -23,299	-24%	-$4.57M	1.49%	29
2024 Q2	$16.9M	Sell	97,600 -57,502	-37%	-$9.99M	1.63%	27
2024 Q1	$29.6M	Buy	+155,102	New	+$28.3M	2.81%	14

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

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Gillson Capital's IBM Position: Q1 2025 in Review

Gillson Capital sold out of IBM (IBM) in Q1 2025, closing a stake of 72,874 shares — an estimated $16M sold.

Gillson Capital first reported a position in IBM in Q1 2024 and held it in 4 quarters. The position peaked at $29.6M in Q1 2024. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

Gillson Capital reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
Gillson Capital sold 72,874 IBM shares in Q1 2025, an estimated $16M.
Gillson Capital first reported a position in IBM in Q1 2024 and held it in 4 quarters.
Gillson Capital's IBM position peaked at $29.6M in Q1 2024.
3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Gillson Capital's 13F filing for Q1 2025, filed 15 May 2025.