Neo Ivy Capital Management’s IBM IBM Stock Holding History

Neo Ivy Capital Management’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	–	Sell	-6,356	Closed	-$1.79M	–	434
2025 Q3	$1.79M	Buy	6,356 +5,704	+875%	+$1.49M	0.44%	85
2025 Q2	$192K	Sell	652 -7,832	-92%	-$2.02M	0.06%	275
2025 Q1	$2.11M	Buy	+8,484	New	+$2.08M	0.67%	42
2023 Q4	–	Sell	-888	Closed	-$125K	–	365
2023 Q3	$125K	Buy	+888	New	+$126K	0.05%	248
2022 Q4	$79K	Buy	+564	New	+$77.8K	0.05%	273
2021 Q4	–	Sell	-1,135	Closed	-$131K	–	518
2021 Q3	$131K	Buy	1,135 +1,046	+1,175%	+$140K	0.15%	208
2021 Q2	$12K	Buy	+89	New	+$12.2K	0.01%	389
2021 Q1	–	Sell	-279	Closed	-$34K	–	546
2020 Q4	$34K	Sell	279 -1,577	-85%	-$182K	0.04%	338
2020 Q3	$215K	Buy	1,856 +721	+64%	+$84.9K	0.22%	185
2020 Q2	$131K	Buy	+1,135	New	+$132K	0.15%	208
2020 Q1	–	Sell	-5,480	Closed	-$702K	–	498
2019 Q4	$702K	Buy	+5,480	New	+$712K	0.81%	15

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Neo Ivy Capital Management's IBM Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of IBM (IBM) in Q4 2025, closing a stake of 6,356 shares — an estimated $1.79M sold.

Neo Ivy Capital Management first reported a position in IBM in Q4 2019 and held it in 11 quarters. The position peaked at $2.11M in Q1 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Neo Ivy Capital Management reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 6,356 IBM shares in Q4 2025, an estimated $1.79M.
Neo Ivy Capital Management first reported a position in IBM in Q4 2019 and held it in 11 quarters.
Neo Ivy Capital Management's IBM position peaked at $2.11M in Q1 2025.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.