Hoese & Co’s IBM IBM Stock Holding History

Hoese & Co’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	–	Sell	-357	Closed	-$101K	–	138
2025 Q3	$101K	Hold	357	–	–	0.08%	59
2025 Q2	$105K	Hold	357	–	–	0.08%	60
2025 Q1	$88.8K	Hold	357	–	–	0.08%	49
2024 Q4	$78.5K	Buy	+357	New	+$79.5K	0.07%	52

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Hoese & Co's IBM Position: Q4 2025 in Review

Hoese & Co sold out of IBM (IBM) in Q4 2025, closing a stake of 357 shares — an estimated $101K sold.

Hoese & Co first reported a position in IBM in Q4 2024 and held it in 4 quarters. The position peaked at $105K in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Hoese & Co reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Hoese & Co sold 357 IBM shares in Q4 2025, an estimated $101K.
Hoese & Co first reported a position in IBM in Q4 2024 and held it in 4 quarters.
Hoese & Co's IBM position peaked at $105K in Q2 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Hoese & Co's 13F filing for Q4 2025, filed 14 Jan 2026.