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Nalls Sherbakoff Group’s IBM IBM Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$269K Buy
909
+340
+60% +$102K 0.19% 80
2025
Q3 		$161K Sell
569
-24
-4% -$6.28K 0.11% 114
2025
Q2 		$175K Sell
593
-25
-4% -$6.44K 0.13% 107
2025
Q1 		$154K Buy
+618
New +$151K 0.12% 103
2023
Q4 		$99.3K Hold
607
– – 0.09% 116
2023
Q3 		$85.2K Hold
607
– – 0.08% 119
2023
Q2 		$78.1K Sell
607
-100
-14% -$12.9K 0.08% 127
2023
Q1 		$91.4K Buy
+707
New +$94.6K 0.09% 119
2018
Q4 		$34K Buy
+309
New +$37.1K 0.05% 176

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nalls Sherbakoff Group's IBM Position: Q4 2025 in Review

Nalls Sherbakoff Group increased its IBM (IBM) stake by 60% in Q4 2025, buying an estimated $102K and bringing the position to 909 shares worth $269K. The position accounts for 0.19% of the portfolio, ranked #80.

Nalls Sherbakoff Group first reported a position in IBM in Q4 2018 and has held it in 9 quarters since. 3,684 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Nalls Sherbakoff Group held 909 shares of IBM worth $269K as of Q4 2025.
  • Nalls Sherbakoff Group bought 340 IBM shares in Q4 2025, an estimated $102K.
  • IBM made up 0.19% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #80 holding.
  • Nalls Sherbakoff Group first reported a position in IBM in Q4 2018 and has held it in 9 quarters since.
  • 3,684 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.