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Gries Financial’s IBM IBM Stock Holding History

Gries Financial’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 		$1.09M Buy
3,875
+349
+10% +$91.4K 0.17% 129
2025
Q2 		$1.04M Buy
3,526
+259
+8% +$66.7K 0.19% 120
2025
Q1 		$812K Sell
3,267
-523
-14% -$128K 0.16% 127
2024
Q4 		$833K Sell
3,790
-55
-1% -$12.2K 0.15% 134
2024
Q3 		$850K Buy
3,845
+483
+14% +$94.7K 0.16% 137
2024
Q2 		$581K Sell
3,362
-17,287
-84% -$3M 0.12% 138
2024
Q1 		$3.94M Sell
20,649
-42
-0.2% -$7.66K 0.66% 31
2023
Q4 		$3.38M Buy
20,691
+336
+2% +$50.8K 0.74% 22
2023
Q3 		$2.86M Sell
20,355
-960
-5% -$137K 0.77% 26
2023
Q2 		$2.85M Buy
21,315
+114
+0.5% +$14.7K 0.79% 24
2023
Q1 		$2.78M Sell
21,201
-2,188
-9% -$293K 0.82% 26
2022
Q4 		$3.29M Buy
23,389
+6,838
+41% +$943K 1.09% 19
2022
Q3 		$1.97M Buy
16,551
+571
+4% +$74.9K 0.83% 27
2022
Q2 		$2.26M Buy
15,980
+145
+0.9% +$19.6K 1.07% 23
2022
Q1 		$2.06M Buy
15,835
+4,392
+38% +$573K 0.76% 34
2021
Q4 		$1.53M Buy
11,443
+7,910
+224% +$992K 0.62% 41
2021
Q3 		$469K Buy
3,533
+745
+27% +$99.6K 0.15% 111
2021
Q2 		$380K Hold
2,788
– – 0.12% 121
2021
Q1 		$384K Buy
+2,788
New +$334K 0.12% 126

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Gries Financial's IBM Position: Q3 2025 in Review

Gries Financial increased its IBM (IBM) stake by 9.9% in Q3 2025, buying an estimated $91.4K and bringing the position to 3,875 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #129.

Gries Financial first reported a position in IBM in Q1 2021 and has held it in 19 quarters since. The position peaked at $3.94M in Q1 2024. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Gries Financial held 3,875 shares of IBM worth $1.09M as of Q3 2025.
  • Gries Financial bought 349 IBM shares in Q3 2025, an estimated $91.4K.
  • IBM made up 0.17% of Gries Financial's portfolio in Q3 2025, its #129 holding.
  • Gries Financial first reported a position in IBM in Q1 2021 and has held it in 19 quarters since.
  • Gries Financial's IBM position peaked at $3.94M in Q1 2024.
  • 3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.