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Marvin & Palmer Associates’s IBM IBM Stock Holding History

Marvin & Palmer Associates’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
-21,845
Closed -$6.44M – 35
2025
Q2 		$6.44M Buy
21,845
+10,253
+88% +$2.64M 5.52% 5
2025
Q1 		$2.88M Buy
+11,592
New +$2.84M 4.3% 16
2014
Q3 		– Sell
-6,326
Closed -$1.1M – 73
2014
Q2 		$1.1M Buy
+6,326
New +$1.14M 0.95% 48

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marvin & Palmer Associates's IBM Position: Q3 2025 in Review

Marvin & Palmer Associates sold out of IBM (IBM) in Q3 2025, closing a stake of 21,845 shares — an estimated $6.44M sold.

Marvin & Palmer Associates first reported a position in IBM in Q2 2014 and held it in 3 quarters. The position peaked at $6.44M in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Marvin & Palmer Associates reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Marvin & Palmer Associates sold 21,845 IBM shares in Q3 2025, an estimated $6.44M.
  • Marvin & Palmer Associates first reported a position in IBM in Q2 2014 and held it in 3 quarters.
  • Marvin & Palmer Associates's IBM position peaked at $6.44M in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Marvin & Palmer Associates's 13F filing for Q3 2025, filed 13 Nov 2025.