M & L Capital Management’s IBM IBM Stock Holding History

M & L Capital 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	-220	Closed	-$48.4K	–	23
2024 Q4	$48.4K	Buy	+220	New	+$49K	0.01%	21

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

M & L Capital Management's IBM Position: Q1 2025 in Review

M & L Capital Management sold out of IBM (IBM) in Q1 2025, closing a stake of 220 shares — an estimated $48.4K sold.

M & L Capital Management first reported a position in IBM in Q4 2024 and held it in 1 quarter. The position peaked at $48.4K in Q4 2024. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

M & L Capital Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
M & L Capital Management sold 220 IBM shares in Q1 2025, an estimated $48.4K.
M & L Capital Management first reported a position in IBM in Q4 2024 and held it in 1 quarter.
M & L Capital Management's IBM position peaked at $48.4K in Q4 2024.
3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on M & L Capital Management's 13F filing for Q1 2025, filed 7 Apr 2025.