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Lockerman Financial Group’s IBM IBM Stock Holding History

Lockerman Financial Group’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
-769
Closed -$217K – 101
2025
Q3 		$217K Sell
769
-44
-5% -$11.5K 0.27% 111
2025
Q2 		$240K Buy
+813
New +$209K 0.32% 109
2024
Q3 		– Sell
-1,273
Closed -$220K – 104
2024
Q2 		$220K Buy
1,273
+6
+0.5% +$1.04K 0.4% 96
2024
Q1 		$242K Buy
1,267
+6
+0.5% +$1.09K 0.46% 84
2023
Q4 		$206K Buy
+1,261
New +$191K 0.48% 84

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lockerman Financial Group's IBM Position: Q4 2025 in Review

Lockerman Financial Group sold out of IBM (IBM) in Q4 2025, closing a stake of 769 shares — an estimated $217K sold.

Lockerman Financial Group first reported a position in IBM in Q4 2023 and held it in 5 quarters. The position peaked at $242K in Q1 2024. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Lockerman Financial Group reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 769 IBM shares in Q4 2025, an estimated $217K.
  • Lockerman Financial Group first reported a position in IBM in Q4 2023 and held it in 5 quarters.
  • Lockerman Financial Group's IBM position peaked at $242K in Q1 2024.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.