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Montag & Caldwell’s IBM IBM Stock Holding History

Montag & Caldwell’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 		$79.6K Hold
270
– – 0.02% 97
2025
Q1 		$67.1K Hold
270
– – 0.02% 97
2024
Q4 		$59.4K Buy
+270
New +$60.1K 0.01% 106
2014
Q4 		– Sell
-1,898
Closed -$345K – 115
2014
Q3 		$345K Hold
1,898
– – ﹤0.01% 96
2014
Q2 		$329K Buy
1,898
+209
+12% +$37.6K ﹤0.01% 91
2014
Q1 		$311K Buy
1,689
+418
+33% +$73.6K ﹤0.01% 93
2013
Q4 		$228K Buy
1,271
+120
+10% +$20.7K ﹤0.01% 95
2013
Q3 		$204K Sell
1,151
-1,150
-50% -$209K ﹤0.01% 97
2013
Q2 		$420K Buy
+2,301
New +$448K ﹤0.01% 91

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Montag & Caldwell's IBM Position: Q2 2025 in Review

Montag & Caldwell held its IBM (IBM) position steady in Q2 2025 at 270 shares worth $79.6K. The position accounts for 0.02% of the portfolio, ranked #97.

Montag & Caldwell first reported a position in IBM in Q2 2013 and has held it in 9 quarters since. The position peaked at $420K in Q2 2013. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Montag & Caldwell held 270 shares of IBM worth $79.6K as of Q2 2025.
  • Montag & Caldwell left its IBM share count unchanged in Q2 2025.
  • IBM made up 0.02% of Montag & Caldwell's portfolio in Q2 2025, its #97 holding.
  • Montag & Caldwell first reported a position in IBM in Q2 2013 and has held it in 9 quarters since.
  • Montag & Caldwell's IBM position peaked at $420K in Q2 2013.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.