Hollow Brook Wealth Management’s IBM IBM Stock Holding History

Hollow Brook Wealth 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	–	Sell	-1,660	Closed	-$468K	–	89
2025 Q3	$468K	Buy	+1,660	New	+$435K	0.11%	72
2024 Q4	–	Sell	-954	Closed	-$211K	–	88
2024 Q3	$211K	Buy	+954	New	+$187K	0.06%	87
2016 Q2	–	Sell	-1,890	Closed	-$274K	–	45
2016 Q1	$274K	Buy	1,890 +47	+3%	+$6K	0.16%	38
2015 Q4	$242K	Hold	1,843	–	–	0.12%	43
2015 Q3	$255K	Hold	1,843	–	–	0.12%	44
2015 Q2	$287K	Hold	1,843	–	–	0.11%	43
2015 Q1	$283K	Sell	1,843 -418	-18%	-$63.4K	0.09%	45
2014 Q4	$347K	Sell	2,261 -220	-9%	-$35K	0.11%	46
2014 Q3	$450K	Buy	2,481 +393	+19%	+$71.6K	0.15%	41
2014 Q2	$362K	Hold	2,088	–	–	0.12%	39
2014 Q1	$384K	Buy	2,088 +155	+8%	+$27.3K	0.13%	46
2013 Q4	$347K	Hold	1,933	–	–	0.11%	48
2013 Q3	$342K	Hold	1,933	–	–	0.12%	54
2013 Q2	$353K	Buy	+1,933	New	+$376K	0.13%	48

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

Hollow Brook Wealth Management's IBM Position: Q4 2025 in Review

Hollow Brook Wealth Management sold out of IBM (IBM) in Q4 2025, closing a stake of 1,660 shares — an estimated $468K sold.

Hollow Brook Wealth Management first reported a position in IBM in Q2 2013 and held it in 14 quarters. The position peaked at $468K in Q3 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Hollow Brook Wealth Management reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Hollow Brook Wealth Management sold 1,660 IBM shares in Q4 2025, an estimated $468K.
Hollow Brook Wealth Management first reported a position in IBM in Q2 2013 and held it in 14 quarters.
Hollow Brook Wealth Management's IBM position peaked at $468K in Q3 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.