Moloney Securities Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.62M | Sell |
27,010
-6,067
| -18% | -$1.59M | 0.91% | 24 |
|
|
2025
Q2 | $9.75M | Buy |
33,077
+4,014
| +14% | +$1.03M | 1.21% | 14 |
|
|
2025
Q1 | $7.23M | Sell |
29,063
-1,621
| -5% | -$397K | 0.98% | 15 |
|
|
2024
Q4 | $6.75M | Sell |
30,684
-1,485
| -5% | -$331K | 0.9% | 17 |
|
|
2024
Q3 | $7.11M | Sell |
32,169
-117
| -0.4% | -$22.9K | 0.95% | 17 |
|
|
2024
Q2 | $5.58M | Buy |
32,286
+5,122
| +19% | +$890K | 0.81% | 27 |
|
|
2024
Q1 | $5.19M | Sell |
27,164
-191
| -0.7% | -$34.8K | 0.78% | 25 |
|
|
2023
Q4 | $4.47M | Buy |
27,355
+1,664
| +6% | +$251K | 0.71% | 29 |
|
|
2023
Q3 | $3.6M | Sell |
25,691
-2,297
| -8% | -$327K | 0.65% | 34 |
|
|
2023
Q2 | $3.75M | Sell |
27,988
-1,700
| -6% | -$219K | 0.66% | 35 |
|
|
2023
Q1 | $3.89M | Sell |
29,688
-4,777
| -14% | -$639K | 0.72% | 24 |
|
|
2022
Q4 | $4.86M | Sell |
34,465
-2,683
| -7% | -$370K | 1.07% | 13 |
|
|
2022
Q3 | $4.41M | Buy |
37,148
+3,265
| +10% | +$428K | 1.07% | 17 |
|
|
2022
Q2 | $4.78M | Sell |
33,883
-3,561
| -10% | -$481K | 1.12% | 16 |
|
|
2022
Q1 | $4.87M | Buy |
37,444
+264
| +0.7% | +$34.4K | 0.94% | 17 |
|
|
2021
Q4 | $4.97M | Sell |
37,180
-3,270
| -8% | -$410K | 0.84% | 17 |
|
|
2021
Q3 | $5.37M | Sell |
40,450
-1,102
| -3% | -$147K | 0.98% | 18 |
|
|
2021
Q2 | $5.82M | Buy |
41,552
+1,154
| +3% | +$158K | 1.06% | 13 |
|
|
2021
Q1 | $5.15M | Sell |
40,398
-4,988
| -11% | -$597K | 1.01% | 18 |
|
|
2020
Q4 | $5.46M | Buy |
45,386
+110
| +0.2% | +$12.7K | 1.21% | 13 |
|
|
2020
Q3 | $5.27M | Buy |
45,276
+11,073
| +32% | +$1.3M | 1.39% | 9 |
|
|
2020
Q2 | $3.95M | Sell |
34,203
-2,265
| -6% | -$263K | 1.15% | 17 |
|
|
2020
Q1 | $3.87M | Buy |
36,468
+6,490
| +22% | +$821K | 1.39% | 8 |
|
|
2019
Q4 | $3.84M | Sell |
29,978
-2,710
| -8% | -$352K | 1.19% | 10 |
|
|
2019
Q3 | $4.54M | Sell |
32,688
-123
| -0.4% | -$16.6K | 1.52% | 8 |
|
|
2019
Q2 | $4.33M | Sell |
32,811
-2,821
| -8% | -$371K | 1.44% | 10 |
|
|
2019
Q1 | $4.81M | Buy |
35,632
+11,653
| +49% | +$1.49M | 1.66% | 9 |
|
|
2018
Q4 | $2.61M | Sell |
23,979
-6
| -0% | -$720 | 1.07% | 21 |
|
|
2018
Q3 | $3.47M | Buy |
23,985
+3,856
| +19% | +$539K | 1.2% | 14 |
|
|
2018
Q2 | $2.69M | Buy |
20,129
+16,413
| +442% | +$2.29M | 1.02% | 18 |
|
|
2018
Q1 | $545K | Buy |
3,716
+1,584
| +74% | +$240K | 0.22% | 137 |
|
|
2017
Q4 | $313K | Sell |
2,132
-11,595
| -84% | -$1.69M | 0.13% | 189 |
|
|
2017
Q3 | $1.9M | Buy |
13,727
+3,052
| +29% | +$425K | 0.85% | 29 |
|
|
2017
Q2 | $1.57M | Buy |
10,675
+474
| +5% | +$71.5K | 0.78% | 33 |
|
|
2017
Q1 | $1.7M | Sell |
10,201
-389
| -4% | -$65.2K | 0.88% | 27 |
|
|
2016
Q4 | $1.68M | Buy |
+10,590
| New | +$1.61M | 1.01% | 24 |
|
Other funds holding IBM
Moloney Securities Asset Management's IBM Position: Q3 2025 in Review
Moloney Securities Asset Management reduced its IBM (IBM) stake by 18% in Q3 2025, selling an estimated $1.59M and leaving 27,010 shares worth $7.62M. The position accounts for 0.91% of the portfolio, ranked #24.
Moloney Securities Asset Management first reported a position in IBM in Q4 2016 and has held it in 36 quarters since. The position peaked at $9.75M in Q2 2025. 3,415 funds tracked by Wall St. Rank hold IBM as of Q3 2025.
- Moloney Securities Asset Management held 27,010 shares of IBM worth $7.62M as of Q3 2025.
- Moloney Securities Asset Management sold 6,067 IBM shares in Q3 2025, an estimated $1.59M.
- IBM made up 0.91% of Moloney Securities Asset Management's portfolio in Q3 2025, its #24 holding.
- Moloney Securities Asset Management first reported a position in IBM in Q4 2016 and has held it in 36 quarters since.
- Moloney Securities Asset Management's IBM position peaked at $9.75M in Q2 2025.
- 3,415 funds tracked by Wall St. Rank held IBM as of Q3 2025.
Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.