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Horan Capital Advisors’s IBM IBM Stock Holding History

Horan Capital 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
Q1 		$251K Buy
+1,008
New +$247K 0.08% 103
2020
Q4 		– Sell
-931
Closed -$108K – 165
2020
Q3 		$108K Buy
+931
New +$110K 0.06% 110
2020
Q1 		– Sell
-1,168
Closed -$150K – 155
2019
Q4 		$150K Buy
1,168
+7
+0.6% +$910 0.09% 85
2019
Q3 		$161K Buy
+1,161
New +$157K 0.1% 77
2019
Q2 		– Sell
-1,135
Closed -$153K – 150
2019
Q1 		$153K Buy
+1,135
New +$145K 0.1% 75
2018
Q4 		– Sell
-1,231
Closed -$178K – 73
2018
Q3 		$178K Buy
+1,231
New +$172K 0.11% 74
2018
Q2 		– Sell
-1,283
Closed -$188K – 73
2018
Q1 		$188K Sell
1,283
-140
-10% -$21.2K 0.12% 67
2017
Q4 		$209K Buy
1,423
+445
+46% +$64.7K 0.14% 62
2017
Q3 		$136K Buy
+978
New +$136K 0.08% 84
2017
Q2 		– Sell
-1,475
Closed -$246K – 77
2017
Q1 		$246K Sell
1,475
-73
-5% -$12.2K 0.18% 60
2016
Q4 		$246K Hold
1,548
– – 0.18% 58
2016
Q3 		$235K Sell
1,548
-262
-14% -$39.8K 0.19% 55
2016
Q2 		$263K Hold
1,810
– – 0.21% 53
2016
Q1 		$262K Hold
1,810
– – 0.2% 51
2015
Q4 		$238K Sell
1,810
-5
-0.3% -$672 0.2% 54
2015
Q3 		$252K Sell
1,815
-33
-2% -$4.87K 0.21% 48
2015
Q2 		$287K Buy
1,848
+157
+9% +$25.2K 0.24% 47
2015
Q1 		$260K Sell
1,691
-178
-10% -$27K 0.22% 50
2014
Q4 		$287K Sell
1,869
-110
-6% -$17.5K 0.24% 52
2014
Q3 		$359K Sell
1,979
-1,291
-39% -$235K 0.32% 50
2014
Q2 		$567K Sell
3,270
-99
-3% -$17.8K 0.52% 52
2014
Q1 		$620K Sell
3,369
-188
-5% -$33.1K 0.6% 51
2013
Q4 		$638K Buy
3,557
+123
+4% +$21.2K 0.65% 49
2013
Q3 		$608K Buy
3,434
+1,679
+96% +$305K 0.72% 45
2013
Q2 		$321K Buy
+1,755
New +$342K 0.49% 44

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Horan Capital Advisors's IBM Position: Q1 2025 in Review

Horan Capital Advisors opened a new position in IBM (IBM) in Q1 2025: 1,008 shares worth $251K. The stake represents 0.08% of the portfolio and ranks #103 among its holdings. This is a return to the name: Horan Capital Advisors previously reported a position in IBM as recently as Q3 2020.

Horan Capital Advisors first reported a position in IBM in Q2 2013 and has held it in 25 quarters since. The position peaked at $638K in Q4 2013. 3,260 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Horan Capital Advisors held 1,008 shares of IBM worth $251K as of Q1 2025.
  • IBM was a new Horan Capital Advisors position in Q1 2025.
  • IBM made up 0.08% of Horan Capital Advisors's portfolio in Q1 2025, its #103 holding.
  • Horan Capital Advisors first reported a position in IBM in Q2 2013 and has held it in 25 quarters since.
  • Horan Capital Advisors's IBM position peaked at $638K in Q4 2013.
  • 3,260 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.