Interval Partners’s IBM IBM Stock Holding History

Interval Partners’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 Q2	–	Sell	-1,084	Closed	-$270K	–	425
2025 Q1	$270K	Buy	+1,084	New	+$265K	0.01%	351

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Interval Partners's IBM Position: Q2 2025 in Review

Interval Partners sold out of IBM (IBM) in Q2 2025, closing a stake of 1,084 shares — an estimated $270K sold.

Interval Partners first reported a position in IBM in Q1 2025 and held it in 1 quarter. The position peaked at $270K in Q1 2025. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

Interval Partners reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
Interval Partners sold 1,084 IBM shares in Q2 2025, an estimated $270K.
Interval Partners first reported a position in IBM in Q1 2025 and held it in 1 quarter.
Interval Partners's IBM position peaked at $270K in Q1 2025.
3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Interval Partners's 13F filing for Q2 2025, filed 14 Aug 2025.