Hardy Reed’s IBM IBM Stock Holding History

Hardy Reed’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	-1,496	Closed	-$329K	–	243
2024 Q4	$329K	Buy	1,496 +231	+18%	+$51.4K	0.03%	176
2024 Q3	$280K	Sell	1,265 -8	-0.6%	-$1.57K	0.03%	198
2024 Q2	$220K	Buy	+1,273	New	+$221K	0.02%	216

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Hardy Reed's IBM Position: Q1 2025 in Review

Hardy Reed sold out of IBM (IBM) in Q1 2025, closing a stake of 1,496 shares — an estimated $329K sold.

Hardy Reed first reported a position in IBM in Q2 2024 and held it in 3 quarters. The position peaked at $329K in Q4 2024. 3,265 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

Hardy Reed reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
Hardy Reed sold 1,496 IBM shares in Q1 2025, an estimated $329K.
Hardy Reed first reported a position in IBM in Q2 2024 and held it in 3 quarters.
Hardy Reed's IBM position peaked at $329K in Q4 2024.
3,265 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Hardy Reed's 13F filing for Q1 2025, filed 2 May 2025.