Hedges Asset Management’s IBM IBM Stock Holding History

Hedges Asset 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 Q4	$1.36M	Sell	4,600 -200	-4%	-$59.9K	0.96%	37
2025 Q3	$1.35M	Hold	4,800	–	–	1.04%	35
2025 Q2	$1.41M	Sell	4,800 -3,200	-40%	-$824K	1.14%	27
2025 Q1	$1.99M	Sell	8,000 -2,000	-20%	-$489K	1.31%	23
2024 Q4	$2.2M	Hold	10,000	–	–	1.45%	16
2024 Q3	$2.21M	Sell	10,000 -1,000	-9%	-$196K	1.46%	17
2024 Q2	$1.9M	Hold	11,000	–	–	1.37%	23
2024 Q1	$2.1M	Sell	11,000 -100	-0.9%	-$18.2K	1.47%	24
2023 Q4	$1.82M	Sell	11,100 -100	-0.9%	-$15.1K	1.42%	21
2023 Q3	$1.57M	Hold	11,200	–	–	1.37%	21
2023 Q2	$1.5M	Hold	11,200	–	–	1.27%	24
2023 Q1	$1.47M	Buy	11,200 +2,700	+32%	+$361K	1.25%	24
2022 Q4	$1.2M	Sell	8,500 -596	-7%	-$82.2K	1.07%	26
2022 Q3	$1.08M	Hold	9,096	–	–	1.08%	24
2022 Q2	$1.28M	Hold	9,096	–	–	1.21%	22
2022 Q1	$1.18M	Hold	9,096	–	–	0.92%	35
2021 Q4	$1.22M	Buy	+9,096	New	+$1.14M	0.95%	29

Other funds holding IBM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Bank of America

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