Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s IBM IBM Stock Holding History

Jacobs Levy Equity 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
Q1 		– Sell
-26,472
Closed -$5.82M – 1134
2024
Q4 		$5.82M Buy
+26,472
New +$5.9M 0.02% 401
2022
Q1 		– Sell
-49,117
Closed -$6.57M – 1030
2021
Q4 		$6.57M Sell
49,117
-385,390
-89% -$48.3M 0.04% 378
2021
Q3 		$57.7M Buy
434,507
+15,870
+4% +$2.12M 0.39% 64
2021
Q2 		$58.7M Buy
418,637
+151,290
+57% +$20.7M 0.4% 64
2021
Q1 		$34.1M Buy
+267,347
New +$32M 0.26% 96
2018
Q3 		– Sell
-4,132
Closed -$552K – 1025
2018
Q2 		$552K Buy
+4,132
New +$576K 0.01% 775
2018
Q1 		– Sell
-12,384
Closed -$1.82M – 1028
2017
Q4 		$1.82M Sell
12,384
-88,877
-88% -$12.9M 0.03% 479
2017
Q3 		$14M Sell
101,261
-12,072
-11% -$1.68M 0.27% 118
2017
Q2 		$16.7M Buy
+113,333
New +$17.1M 0.36% 85
2015
Q2 		– Sell
-107,176
Closed -$16.4M – 823
2015
Q1 		$16.4M Sell
107,176
-301,683
-74% -$45.8M 0.28% 121
2014
Q4 		$62.7M Buy
408,859
+273,743
+203% +$43.6M 1.07% 9
2014
Q3 		$24.5M Sell
135,116
-42
-0% -$7.65K 0.41% 71
2014
Q2 		$23.4M Sell
135,158
-2,019
-1% -$363K 0.39% 75
2014
Q1 		$25.2M Buy
137,177
+317
+0.2% +$55.8K 0.42% 71
2013
Q4 		$24.5M Sell
136,860
-52,080
-28% -$8.98M 0.37% 79
2013
Q3 		$33.4M Sell
188,940
-533
-0.3% -$96.9K 0.57% 39
2013
Q2 		$34.6M Buy
+189,473
New +$36.9M 0.61% 28

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
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

Jacobs Levy Equity Management's IBM Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of IBM (IBM) in Q1 2025, closing a stake of 26,472 shares — an estimated $5.82M sold.

Jacobs Levy Equity Management first reported a position in IBM in Q2 2013 and held it in 17 quarters. The position peaked at $62.7M in Q4 2014. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 26,472 IBM shares in Q1 2025, an estimated $5.82M.
  • Jacobs Levy Equity Management first reported a position in IBM in Q2 2013 and held it in 17 quarters.
  • Jacobs Levy Equity Management's IBM position peaked at $62.7M in Q4 2014.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.