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Napatree Capital’s IBM IBM Stock Holding History

Napatree Capital’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
Q1 		$330K Buy
+1,329
New +$325K 0.19% 142

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
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
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

Napatree Capital's IBM Position: Q1 2025 in Review

Napatree Capital opened a new position in IBM (IBM) in Q1 2025: 1,329 shares worth $330K. The stake represents 0.19% of the portfolio and ranks #142 among its holdings.

3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Napatree Capital held 1,329 shares of IBM worth $330K as of Q1 2025.
  • IBM was a new Napatree Capital position in Q1 2025.
  • IBM made up 0.19% of Napatree Capital's portfolio in Q1 2025, its #142 holding.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.