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Grassi Investment Management’s IBM IBM Stock Holding History

Grassi 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
Q2 		$16.9M Sell
57,468
-782
-1% -$201K 1.35% 16
2025
Q1 		$14.5M Sell
58,250
-400
-0.7% -$97.8K 1.34% 17
2024
Q4 		$12.9M Sell
58,650
-180
-0.3% -$40.1K 1.1% 24
2024
Q3 		$13M Sell
58,830
-1,300
-2% -$255K 1.12% 22
2024
Q2 		$10.4M Hold
60,130
– – 0.92% 31
2024
Q1 		$11.5M Hold
60,130
– – 1.04% 28
2023
Q4 		$9.83M Hold
60,130
– – 1.03% 32
2023
Q3 		$8.44M Hold
60,130
– – 0.97% 35
2023
Q2 		$8.05M Sell
60,130
-1,250
-2% -$161K 0.89% 37
2023
Q1 		$8.05M Buy
61,380
+1,250
+2% +$167K 1% 36
2022
Q4 		$8.47M Hold
60,130
– – 1.14% 34
2022
Q3 		$7.14M Buy
60,130
+125
+0.2% +$16.4K 1.04% 38
2022
Q2 		$8.47M Sell
60,005
-100
-0.2% -$13.5K 1.12% 34
2022
Q1 		$7.82M Buy
60,105
+1,150
+2% +$150K 0.82% 48
2021
Q4 		$7.88M Buy
58,955
+18,339
+45% +$2.3M 0.79% 46
2021
Q3 		$5.39M Hold
40,616
– – 0.61% 55
2021
Q2 		$5.69M Hold
40,616
– – 0.62% 55
2021
Q1 		$5.17M Sell
40,616
-419
-1% -$50.1K 0.59% 54
2020
Q4 		$4.94M Sell
41,035
-9,414
-19% -$1.09M 0.63% 53
2020
Q3 		$5.87M Hold
50,449
– – 0.83% 50
2020
Q2 		$5.83M Buy
50,449
+30,272
+150% +$3.52M 0.84% 53
2020
Q1 		$2.14M Sell
20,177
-52,405
-72% -$6.63M 0.37% 63
2019
Q4 		$9.3M Sell
72,582
-17,787
-20% -$2.31M 1.26% 30
2019
Q3 		$12.6M Sell
90,369
-157
-0.2% -$21.2K 1.88% 14
2019
Q2 		$11.9M Sell
90,526
-52
-0.1% -$6.83K 1.76% 13
2019
Q1 		$12.2M Buy
90,578
+402
+0.4% +$51.2K 1.81% 12
2018
Q4 		$9.8M Buy
90,176
+38,038
+73% +$4.57M 1.68% 16
2018
Q3 		$7.54M Buy
52,138
+52
+0.1% +$7.27K 1.12% 37
2018
Q2 		$6.96M Buy
52,086
+1,010
+2% +$141K 1.12% 39
2018
Q1 		$7.49M Buy
51,076
+39,256
+332% +$5.94M 1.22% 29
2017
Q4 		$1.73M Buy
11,820
+1,264
+12% +$184K 0.28% 71
2017
Q3 		$1.46M Sell
10,556
-32,892
-76% -$4.58M 0.25% 73
2017
Q2 		$6.39M Sell
43,448
-1,364
-3% -$206K 1.13% 37
2017
Q1 		$7.46M Sell
44,812
-81
-0.2% -$13.6K 1.3% 31
2016
Q4 		$7.12M Sell
44,893
-3,008
-6% -$458K 1.29% 34
2016
Q3 		$7.27M Sell
47,901
-1,044
-2% -$158K 1.36% 28
2016
Q2 		$7.1M Buy
48,945
+11,992
+32% +$1.72M 1.34% 30
2016
Q1 		$5.35M Buy
36,953
+26,045
+239% +$3.33M 1.06% 37
2015
Q4 		$1.44M Hold
10,908
– – 0.29% 82
2015
Q3 		$1.51M Sell
10,908
-1,045
-9% -$154K 0.32% 79
2015
Q2 		$1.86M Hold
11,953
– – 0.35% 81
2015
Q1 		$1.83M Sell
11,953
-1
-0% -$152 0.34% 83
2014
Q4 		$1.83M Buy
11,954
+105
+0.9% +$16.7K 0.32% 79
2014
Q3 		$2.15M Hold
11,849
– – 0.41% 76
2014
Q2 		$2.05M Buy
11,849
+1
+0% +$180 0.45% 78
2014
Q1 		$2.18M Sell
11,848
-105
-0.9% -$18.5K 0.51% 74
2013
Q4 		$2.14M Hold
11,953
– – 0.51% 73
2013
Q3 		$2.12M Hold
11,953
– – 0.56% 71
2013
Q2 		$2.18M Buy
+11,953
New +$2.33M 0.59% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Grassi Investment Management's IBM Position: Q2 2025 in Review

Grassi Investment Management reduced its IBM (IBM) stake by 1.3% in Q2 2025, selling an estimated $201K and leaving 57,468 shares worth $16.9M. The position accounts for 1.35% of the portfolio, ranked #16.

Grassi Investment Management first reported a position in IBM in Q2 2013 and has held it in 49 quarters since. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Grassi Investment Management held 57,468 shares of IBM worth $16.9M as of Q2 2025.
  • Grassi Investment Management sold 782 IBM shares in Q2 2025, an estimated $201K.
  • IBM made up 1.35% of Grassi Investment Management's portfolio in Q2 2025, its #16 holding.
  • Grassi Investment Management first reported a position in IBM in Q2 2013 and has held it in 49 quarters since.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.