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Lighthouse Investment Partners’s IBM IBM Stock Holding History

Lighthouse Investment 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
Q1 		– Sell
-7,000
Closed -$1.54M – 554
2024
Q4 		$1.54M Buy
+7,000
New +$1.56M 0.05% 325
2023
Q4 		– Sell
-21,661
Closed -$3.04M – 356
2023
Q3 		$3.04M Sell
21,661
-546
-2% -$77.7K 0.12% 184
2023
Q2 		$2.97M Buy
22,207
+16,777
+309% +$2.17M 0.16% 139
2023
Q1 		$712K Buy
+5,430
New +$726K 0.05% 209

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

Lighthouse Investment Partners's IBM Position: Q1 2025 in Review

Lighthouse Investment Partners sold out of IBM (IBM) in Q1 2025, closing a stake of 7,000 shares — an estimated $1.54M sold.

Lighthouse Investment Partners first reported a position in IBM in Q1 2023 and held it in 4 quarters. The position peaked at $3.04M in Q3 2023. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Lighthouse Investment Partners reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Lighthouse Investment Partners sold 7,000 IBM shares in Q1 2025, an estimated $1.54M.
  • Lighthouse Investment Partners first reported a position in IBM in Q1 2023 and held it in 4 quarters.
  • Lighthouse Investment Partners's IBM position peaked at $3.04M in Q3 2023.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Lighthouse Investment Partners's 13F filing for Q1 2025, filed 15 May 2025.