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Nicolet Advisory Services’s IBM IBM Stock Holding History

Nicolet Advisory Services’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 		$2.28M Sell
7,313
-163
-2% -$48.8K 0.15% 78
2025
Q3 		$2.2M Sell
7,476
-63
-0.8% -$16.5K 0.17% 73
2025
Q2 		$1.89M Sell
7,539
-127
-2% -$32.7K 0.16% 78
2025
Q1 		$1.76M Sell
7,666
-100
-1% -$24.5K 0.17% 69
2024
Q4 		$1.71M Sell
7,766
-422
-5% -$94K 0.16% 73
2024
Q3 		$1.82M Sell
8,188
-1,563
-16% -$306K 0.17% 66
2024
Q2 		$1.73M Buy
9,751
+365
+4% +$63.4K 0.17% 69
2024
Q1 		$1.78M Sell
9,386
-492
-5% -$89.8K 0.18% 67
2023
Q4 		$1.57M Sell
9,878
-36
-0.4% -$5.44K 0.17% 70
2023
Q3 		$1.4M Buy
9,914
+1,028
+12% +$146K 0.15% 74
2023
Q2 		$1.17M Buy
8,886
+1,017
+13% +$131K 0.13% 84
2023
Q1 		$1.03M Buy
7,869
+807
+11% +$108K 0.12% 93
2022
Q4 		$1.03M Buy
7,062
+417
+6% +$57.5K 0.14% 72
2022
Q3 		$782K Buy
6,645
+931
+16% +$122K 0.13% 68
2022
Q2 		$805K Buy
5,714
+60
+1% +$8.1K 0.12% 74
2022
Q1 		$722K Buy
5,654
+119
+2% +$15.5K 0.09% 80
2021
Q4 		$740K Sell
5,535
-938
-14% -$118K 0.09% 83
2021
Q3 		$860K Buy
6,473
+340
+6% +$45.5K 0.11% 77
2021
Q2 		$859K Buy
6,133
+421
+7% +$57.6K 0.11% 72
2021
Q1 		$728K Sell
5,712
-112
-2% -$13.4K 0.1% 76
2020
Q4 		$701K Buy
5,824
+255
+5% +$29.5K 0.1% 76
2020
Q3 		$648K Sell
5,569
-454
-8% -$53.5K 0.1% 79
2020
Q2 		$695K Sell
6,023
-7
-0.1% -$813 0.11% 91
2020
Q1 		$640K Sell
6,030
-354
-6% -$44.8K 0.11% 92
2019
Q4 		$818K Buy
6,384
+613
+11% +$79.7K 0.13% 71
2019
Q3 		$802K Sell
5,771
-168
-3% -$22.7K 0.12% 67
2019
Q2 		$783K Sell
5,939
-8
-0.1% -$1.05K 0.12% 61
2019
Q1 		$802K Buy
+5,947
New +$758K 0.14% 58

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

Nicolet Advisory Services's IBM Position: Q4 2025 in Review

Nicolet Advisory Services reduced its IBM (IBM) stake by 2.2% in Q4 2025, selling an estimated $48.8K and leaving 7,313 shares worth $2.28M. The position accounts for 0.15% of the portfolio, ranked #78.

Nicolet Advisory Services first reported a position in IBM in Q1 2019 and has held it in 28 quarters since. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Nicolet Advisory Services held 7,313 shares of IBM worth $2.28M as of Q4 2025.
  • Nicolet Advisory Services sold 163 IBM shares in Q4 2025, an estimated $48.8K.
  • IBM made up 0.15% of Nicolet Advisory Services's portfolio in Q4 2025, its #78 holding.
  • Nicolet Advisory Services first reported a position in IBM in Q1 2019 and has held it in 28 quarters since.
  • 3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.