Howard Bailey Securities’s IBM IBM Stock Holding History

Howard Bailey Securities’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	–	Sell	-1,007	Closed	-$221K	–	166
2024 Q4	$221K	Buy	1,007 +58	+6%	+$12.9K	0.08%	155
2024 Q3	$210K	Buy	+949	New	+$186K	0.08%	157

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

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

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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Howard Bailey Securities's IBM Position: Q1 2025 in Review

Howard Bailey Securities sold out of IBM (IBM) in Q1 2025, closing a stake of 1,007 shares — an estimated $221K sold.

Howard Bailey Securities first reported a position in IBM in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q4 2024. 3,265 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

Howard Bailey Securities reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
Howard Bailey Securities sold 1,007 IBM shares in Q1 2025, an estimated $221K.
Howard Bailey Securities first reported a position in IBM in Q3 2024 and held it in 2 quarters.
Howard Bailey Securities's IBM position peaked at $221K in Q4 2024.
3,265 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Howard Bailey Securities's 13F filing for Q1 2025, filed 17 Apr 2025.