iSAM Funds (UK)’s IBM IBM Stock Holding History

iSAM Funds (UK)’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	-4,620	Closed	-$1.3M	–	496
2025 Q3	$1.3M	Buy	+4,620	New	+$1.21M	0.27%	111
2024 Q1	–	Sell	-5,411	Closed	-$885K	–	293
2023 Q4	$885K	Sell	5,411 -8,645	-62%	-$1.31M	0.63%	56
2023 Q3	$1.97M	Buy	14,056 +8,183	+139%	+$1.16M	1.25%	14
2023 Q2	$786K	Buy	+5,873	New	+$758K	0.7%	44

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

iSAM Funds (UK)'s IBM Position: Q4 2025 in Review

iSAM Funds (UK) sold out of IBM (IBM) in Q4 2025, closing a stake of 4,620 shares — an estimated $1.3M sold.

iSAM Funds (UK) first reported a position in IBM in Q2 2023 and held it in 4 quarters. The position peaked at $1.97M in Q3 2023. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

iSAM Funds (UK) reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
iSAM Funds (UK) sold 4,620 IBM shares in Q4 2025, an estimated $1.3M.
iSAM Funds (UK) first reported a position in IBM in Q2 2023 and held it in 4 quarters.
iSAM Funds (UK)'s IBM position peaked at $1.97M in Q3 2023.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.