MAM
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Madison Asset Management’s IBM IBM Stock Holding History

Madison Asset 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
Q2 		– Sell
-1,061
Closed -$264K – 358
2025
Q1 		$264K Buy
+1,061
New +$260K ﹤0.01% 317
2024
Q3 		– Sell
-16,453
Closed -$2.85M – 335
2024
Q2 		$2.85M Sell
16,453
-5,159
-24% -$896K 0.04% 222
2024
Q1 		$4.13M Sell
21,612
-16,238
-43% -$2.96M 0.05% 192
2023
Q4 		$6.19M Buy
37,850
+8,500
+29% +$1.28M 0.08% 159
2023
Q3 		$4.12M Buy
29,350
+20,404
+228% +$2.9M 0.06% 178
2023
Q2 		$1.2M Buy
8,946
+134
+2% +$17.3K 0.02% 266
2023
Q1 		$1.16M Sell
8,812
-1,080
-11% -$144K 0.02% 256
2022
Q4 		$1.39M Sell
9,892
-28
-0.3% -$3.86K 0.02% 264
2022
Q3 		$1.18M Buy
9,920
+1,727
+21% +$227K 0.02% 277
2022
Q2 		$1.16M Sell
8,193
-121
-1% -$16.3K 0.02% 293
2022
Q1 		$1.08M Sell
8,314
-222
-3% -$29K 0.02% 254
2021
Q4 		$1.14M Buy
8,536
+533
+7% +$66.8K 0.02% 263
2021
Q3 		$1.06M Buy
8,003
+570
+8% +$76.2K 0.01% 261
2021
Q2 		$1.04M Buy
7,433
+479
+7% +$65.5K 0.01% 267
2021
Q1 		$886K Buy
6,954
+2,603
+60% +$312K 0.01% 265
2020
Q4 		$524K Hold
4,351
– – 0.01% 271
2020
Q3 		$506K Hold
4,351
– – 0.01% 244
2020
Q2 		$502K Buy
4,351
+2,092
+93% +$243K 0.01% 244
2020
Q1 		$240K Buy
+2,259
New +$286K ﹤0.01% 263

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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