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HFG Advisors’s IBM IBM Stock Holding History

HFG Advisors’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 		– Sell
-931
Closed -$232K – 103
2025
Q1 		$232K Sell
931
-1,796
-66% -$439K 0.2% 82
2024
Q4 		$599K Hold
2,727
– – 0.52% 46
2024
Q3 		$603K Hold
2,727
– – 0.53% 46
2024
Q2 		$472K Sell
2,727
-575
-17% -$99.9K 0.44% 49
2024
Q1 		$631K Sell
3,302
-32
-1% -$5.84K 0.56% 46
2023
Q4 		$545K Buy
3,334
+1,192
+56% +$180K 0.53% 46
2023
Q3 		$301K Sell
2,142
-3
-0.1% -$427 0.33% 66
2023
Q2 		$287K Buy
+2,145
New +$277K 0.3% 69
2022
Q4 		– Sell
-2,259
Closed -$268K – 96
2022
Q3 		$268K Sell
2,259
-100
-4% -$13.1K 0.37% 59
2022
Q2 		$333K Hold
2,359
– – 0.45% 51
2022
Q1 		$307K Buy
2,359
+565
+31% +$73.7K 0.35% 61
2021
Q4 		$240K Buy
+1,794
New +$225K 0.27% 67

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

HFG Advisors's IBM Position: Q2 2025 in Review

HFG Advisors sold out of IBM (IBM) in Q2 2025, closing a stake of 931 shares — an estimated $232K sold.

HFG Advisors first reported a position in IBM in Q4 2021 and held it in 12 quarters. The position peaked at $631K in Q1 2024. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • HFG Advisors reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • HFG Advisors sold 931 IBM shares in Q2 2025, an estimated $232K.
  • HFG Advisors first reported a position in IBM in Q4 2021 and held it in 12 quarters.
  • HFG Advisors's IBM position peaked at $631K in Q1 2024.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on HFG Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.