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IMS Capital Management’s IBM IBM Stock Holding History

IMS Capital 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
Q3 		$311K Sell
1,102
-100
-8% -$26.2K 0.14% 109
2025
Q2 		$354K Buy
1,202
+160
+15% +$41.2K 0.17% 102
2025
Q1 		$259K Hold
1,042
– – 0.13% 119
2024
Q4 		$229K Hold
1,042
– – 0.11% 126
2024
Q3 		$230K Sell
1,042
-25
-2% -$4.9K 0.1% 134
2024
Q2 		$209K Sell
1,067
-123
-10% -$21.4K 0.1% 138
2024
Q1 		$227K Sell
1,190
-228
-16% -$41.6K 0.11% 134
2023
Q4 		$232K Sell
1,418
-60
-4% -$9.07K 0.11% 135
2023
Q3 		$207K Buy
+1,478
New +$210K 0.12% 123
2021
Q1 		– Sell
-3,024
Closed -$364K – 137
2020
Q4 		$364K Sell
3,024
-3,640
-55% -$421K 0.23% 83
2020
Q3 		$775K Sell
6,664
-1,887
-22% -$222K 0.56% 52
2020
Q2 		$987K Buy
+8,551
New +$993K 0.76% 35
2020
Q1 		– Sell
-4,294
Closed -$550K – 124
2019
Q4 		$550K Sell
4,294
-337
-7% -$43.8K 0.38% 76
2019
Q3 		$644K Buy
4,631
+3,015
+187% +$407K 0.49% 56
2019
Q2 		$213K Sell
1,616
-514
-24% -$67.5K 0.16% 116
2019
Q1 		$287K Buy
+2,130
New +$272K 0.23% 95
2018
Q4 		– Sell
-1,520
Closed -$220K – 232
2018
Q3 		$220K Sell
1,520
-26
-2% -$3.63K 0.15% 109
2018
Q2 		$206K Buy
+1,546
New +$216K 0.13% 134
2015
Q4 		– Sell
-1,819
Closed -$252K – 129
2015
Q3 		$252K Buy
+1,819
New +$269K 0.3% 99
2013
Q3 		– Sell
-1,190
Closed -$217K – 145
2013
Q2 		$217K Buy
+1,190
New +$232K 0.31% 106

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

IMS Capital Management's IBM Position: Q3 2025 in Review

IMS Capital Management reduced its IBM (IBM) stake by 8.3% in Q3 2025, selling an estimated $26.2K and leaving 1,102 shares worth $311K. The position accounts for 0.14% of the portfolio, ranked #109.

IMS Capital Management first reported a position in IBM in Q2 2013 and has held it in 20 quarters since. The position peaked at $987K in Q2 2020. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • IMS Capital Management held 1,102 shares of IBM worth $311K as of Q3 2025.
  • IMS Capital Management sold 100 IBM shares in Q3 2025, an estimated $26.2K.
  • IBM made up 0.14% of IMS Capital Management's portfolio in Q3 2025, its #109 holding.
  • IMS Capital Management first reported a position in IBM in Q2 2013 and has held it in 20 quarters since.
  • IMS Capital Management's IBM position peaked at $987K in Q2 2020.
  • 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on IMS Capital Management's 13F filing for Q3 2025, filed 17 Nov 2025.