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Heritage Financial Services’s IBM IBM Stock Holding History

Heritage Financial Services’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 		$1.67M Buy
5,630
+814
+17% +$244K 0.14% 34
2025
Q3 		$1.36M Sell
4,816
-21
-0.4% -$5.5K 0.12% 37
2025
Q2 		$1.43M Sell
4,837
-62
-1% -$16K 0.14% 36
2025
Q1 		$1.22M Buy
4,899
+100
+2% +$24.5K 0.12% 40
2024
Q4 		$1.05M Buy
4,799
+111
+2% +$24.7K 0.14% 41
2024
Q3 		$1.04M Buy
4,688
+468
+11% +$91.8K 0.14% 38
2024
Q2 		$730K Sell
4,220
-830
-16% -$144K 0.1% 47
2024
Q1 		$964K Buy
5,050
+108
+2% +$19.7K 0.14% 39
2023
Q4 		$808K Sell
4,942
-56
-1% -$8.46K 0.14% 44
2023
Q3 		$701K Sell
4,998
-130
-3% -$18.5K 0.14% 35
2023
Q2 		$686K Buy
5,128
+63
+1% +$8.13K 0.14% 36
2023
Q1 		$664K Buy
5,065
+73
+1% +$9.77K 0.14% 36
2022
Q4 		$703K Sell
4,992
-22
-0.4% -$3.04K 0.18% 33
2022
Q3 		$595K Sell
5,014
-419
-8% -$55K 0.36% 32
2022
Q2 		$767K Sell
5,433
-1
-0% -$135 0.43% 25
2022
Q1 		$706K Buy
5,434
+298
+6% +$38.9K 0.46% 31
2021
Q4 		$686K Buy
+5,136
New +$644K 0.54% 30

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
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 $1.56T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Heritage Financial Services's IBM Position: Q4 2025 in Review

Heritage Financial Services increased its IBM (IBM) stake by 17% in Q4 2025, buying an estimated $244K and bringing the position to 5,630 shares worth $1.67M. The position accounts for 0.14% of the portfolio, ranked #34.

Heritage Financial Services first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. 3,686 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Heritage Financial Services held 5,630 shares of IBM worth $1.67M as of Q4 2025.
  • Heritage Financial Services bought 814 IBM shares in Q4 2025, an estimated $244K.
  • IBM made up 0.14% of Heritage Financial Services's portfolio in Q4 2025, its #34 holding.
  • Heritage Financial Services first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • 3,686 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.