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NBW Capital’s IBM IBM Stock Holding History

NBW 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
Q2 		$376K Buy
1,276
+29
+2% +$7.47K 0.08% 76
2025
Q1 		$310K Buy
1,247
+120
+11% +$29.4K 0.07% 80
2024
Q4 		$248K Sell
1,127
-413
-27% -$92K 0.05% 82
2024
Q3 		$340K Buy
1,540
+158
+11% +$31K 0.06% 79
2024
Q2 		$239K Sell
1,382
-548
-28% -$95.2K 0.05% 87
2024
Q1 		$369K Sell
1,930
-412
-18% -$75.2K 0.08% 78
2023
Q4 		$383K Sell
2,342
-486
-17% -$73.4K 0.08% 75
2023
Q3 		$397K Buy
2,828
+856
+43% +$122K 0.1% 74
2023
Q2 		$264K Buy
1,972
+284
+17% +$36.7K 0.06% 88
2023
Q1 		$221K Buy
1,688
+65
+4% +$8.7K 0.05% 102
2022
Q4 		$229K Buy
+1,623
New +$224K 0.06% 91
2014
Q4 		– Sell
-1,172
Closed -$213K – 81
2014
Q3 		$213K Buy
1,172
+11
+0.9% +$2K 0.05% 79
2014
Q2 		$201K Sell
1,161
-247
-18% -$44.5K 0.05% 81
2014
Q1 		$259K Sell
1,408
-1,395
-50% -$246K 0.07% 79
2013
Q4 		$503K Sell
2,803
-141
-5% -$24.3K 0.08% 84
2013
Q3 		$521K Sell
2,944
-6
-0.2% -$1.09K 0.09% 84
2013
Q2 		$539K Buy
+2,950
New +$574K 0.1% 81

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

NBW Capital's IBM Position: Q2 2025 in Review

NBW Capital increased its IBM (IBM) stake by 2.3% in Q2 2025, buying an estimated $7.47K and bringing the position to 1,276 shares worth $376K. The position accounts for 0.08% of the portfolio, ranked #76.

NBW Capital first reported a position in IBM in Q2 2013 and has held it in 17 quarters since. The position peaked at $539K in Q2 2013. 3,403 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • NBW Capital held 1,276 shares of IBM worth $376K as of Q2 2025.
  • NBW Capital bought 29 IBM shares in Q2 2025, an estimated $7.47K.
  • IBM made up 0.08% of NBW Capital's portfolio in Q2 2025, its #76 holding.
  • NBW Capital first reported a position in IBM in Q2 2013 and has held it in 17 quarters since.
  • NBW Capital's IBM position peaked at $539K in Q2 2013.
  • 3,403 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.