Longbow Finance’s IBM IBM Stock Holding History

Longbow Finance’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 Q3	–	Sell	-21,227	Closed	-$6.26M	–	72
2025 Q2	$6.26M	Hold	21,227	–	–	0.67%	60
2025 Q1	$5.28M	Sell	21,227 -4,558	-18%	-$1.11M	0.63%	46
2024 Q4	$5.67M	Buy	25,785 +1,221	+5%	+$272K	0.62%	51
2024 Q3	$5.43M	Buy	24,564 +9,087	+59%	+$1.78M	0.58%	47
2024 Q2	$2.68M	Sell	15,477 -854	-5%	-$148K	0.28%	74
2024 Q1	$3.12M	Buy	+16,331	New	+$2.98M	0.32%	74

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Longbow Finance's IBM Position: Q3 2025 in Review

Longbow Finance sold out of IBM (IBM) in Q3 2025, closing a stake of 21,227 shares — an estimated $6.26M sold.

Longbow Finance first reported a position in IBM in Q1 2024 and held it in 6 quarters. The position peaked at $6.26M in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Longbow Finance reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Longbow Finance sold 21,227 IBM shares in Q3 2025, an estimated $6.26M.
Longbow Finance first reported a position in IBM in Q1 2024 and held it in 6 quarters.
Longbow Finance's IBM position peaked at $6.26M in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Longbow Finance's 13F filing for Q3 2025, filed 6 Nov 2025.