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Louisbourg Investments’s IBM IBM Stock Holding History

Louisbourg Investments’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
-518
Closed -$153K – 212
2025
Q2 		$153K Buy
518
+228
+79% +$58.7K 0.04% 114
2025
Q1 		$72.1K Sell
290
-142
-33% -$34.7K 0.02% 121
2024
Q4 		$95K Buy
432
+185
+75% +$41.2K 0.02% 116
2024
Q3 		$54.6K Buy
247
+59
+31% +$11.6K 0.01% 120
2024
Q2 		$32.5K Hold
188
– – 0.01% 123
2024
Q1 		$35.9K Hold
188
– – 0.01% 122
2023
Q4 		$30.7K Buy
+188
New +$28.4K 0.01% 125

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Louisbourg Investments's IBM Position: Q3 2025 in Review

Louisbourg Investments sold out of IBM (IBM) in Q3 2025, closing a stake of 518 shares — an estimated $153K sold.

Louisbourg Investments first reported a position in IBM in Q4 2023 and held it in 7 quarters. The position peaked at $153K in Q2 2025. 3,424 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Louisbourg Investments reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Louisbourg Investments sold 518 IBM shares in Q3 2025, an estimated $153K.
  • Louisbourg Investments first reported a position in IBM in Q4 2023 and held it in 7 quarters.
  • Louisbourg Investments's IBM position peaked at $153K in Q2 2025.
  • 3,424 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Louisbourg Investments's 13F filing for Q3 2025, filed 9 Oct 2025.