NFC
IBM icon

Northeast Financial Consultants’s IBM IBM Stock Holding History

Northeast Financial Consultants’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 		$1.53M Sell
5,197
-907
-15% -$234K 0.06% 124
2025
Q1 		$1.52M Sell
6,104
-142
-2% -$34.7K 0.07% 121
2024
Q4 		$1.37M Buy
6,246
+528
+9% +$118K 0.06% 129
2024
Q3 		$1.26M Buy
5,718
+22
+0.4% +$4.31K 0.06% 140
2024
Q2 		$985K Buy
5,696
+504
+10% +$87.6K 0.05% 152
2024
Q1 		$992K Buy
5,192
+1,178
+29% +$215K 0.05% 146
2023
Q4 		$656K Buy
4,014
+149
+4% +$22.5K 0.04% 167
2023
Q3 		$542K Buy
3,865
+4
+0.1% +$569 0.03% 172
2023
Q2 		$517K Buy
3,861
+5
+0.1% +$645 0.03% 176
2023
Q1 		$505K Buy
3,856
+5
+0.1% +$669 0.03% 187
2022
Q4 		$543K Buy
3,851
+4
+0.1% +$552 0.04% 174
2022
Q3 		$457K Sell
3,847
-797
-17% -$105K 0.03% 200
2022
Q2 		$656K Buy
4,644
+5
+0.1% +$675 0.05% 165
2022
Q1 		$603K Sell
4,639
-2
-0% -$261 0.03% 204
2021
Q4 		$620K Sell
4,641
-4,233
-48% -$531K 0.04% 197
2021
Q3 		$1.18M Buy
8,874
+841
+10% +$112K 0.08% 145
2021
Q2 		$1.13M Buy
8,033
+4
+0% +$547 0.08% 148
2021
Q1 		$1.02M Buy
8,029
+4
+0% +$479 0.08% 142
2020
Q4 		$966K Sell
8,025
-1,639
-17% -$189K 0.08% 139
2020
Q3 		$1.12M Sell
9,664
-319
-3% -$37.6K 0.1% 116
2020
Q2 		$1.15M Sell
9,983
-3,980
-29% -$462K 0.11% 106
2020
Q1 		$1.48M Buy
13,963
+742
+6% +$93.8K 0.17% 82
2019
Q4 		$1.69M Sell
13,221
-506
-4% -$65.8K 0.15% 93
2019
Q3 		$1.91M Sell
13,727
-426
-3% -$57.5K 0.19% 85
2019
Q2 		$1.87M Buy
14,153
+236
+2% +$31K 0.19% 84
2019
Q1 		$1.88M Buy
13,917
+10
+0.1% +$1.27K 0.21% 74
2018
Q4 		$1.51M Buy
13,907
+6,473
+87% +$777K 0.21% 75
2018
Q3 		$1.07M Buy
7,434
+4,810
+183% +$672K 0.29% 53
2018
Q2 		$350K Hold
2,624
– – 0.11% 106
2018
Q1 		$384K Hold
2,624
– – 0.13% 102
2017
Q4 		$384K Hold
2,624
– – 0.13% 104
2017
Q3 		$364K Hold
2,624
– – 0.13% 107
2017
Q2 		$386K Hold
2,624
– – 0.15% 102
2017
Q1 		$437K Hold
2,624
– – 0.18% 96
2016
Q4 		$416K Hold
2,624
– – 0.19% 96
2016
Q3 		$399K Hold
2,624
– – 0.17% 102
2016
Q2 		$381K Hold
2,624
– – 0.17% 96
2016
Q1 		$380K Hold
2,624
– – 0.2% 89
2015
Q4 		$345K Hold
2,624
– – 0.18% 89
2015
Q3 		$364K Hold
2,624
– – 0.18% 90
2015
Q2 		$408K Buy
2,624
+469
+22% +$75.4K 0.18% 92
2015
Q1 		$331K Hold
2,155
– – 0.15% 101
2014
Q4 		$330K Hold
2,155
– – 0.17% 96
2014
Q3 		$391K Sell
2,155
-209
-9% -$38.1K 0.21% 82
2014
Q2 		$409K Sell
2,364
-470
-17% -$84.6K 0.23% 75
2014
Q1 		$521K Hold
2,834
– – 0.31% 66
2013
Q4 		$508K Buy
+2,834
New +$489K 0.34% 59

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

Northeast Financial Consultants's IBM Position: Q2 2025 in Review

Northeast Financial Consultants reduced its IBM (IBM) stake by 15% in Q2 2025, selling an estimated $234K and leaving 5,197 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #124.

Northeast Financial Consultants first reported a position in IBM in Q4 2013 and has held it in 47 quarters since. The position peaked at $1.91M in Q3 2019. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Northeast Financial Consultants held 5,197 shares of IBM worth $1.53M as of Q2 2025.
  • Northeast Financial Consultants sold 907 IBM shares in Q2 2025, an estimated $234K.
  • IBM made up 0.06% of Northeast Financial Consultants's portfolio in Q2 2025, its #124 holding.
  • Northeast Financial Consultants first reported a position in IBM in Q4 2013 and has held it in 47 quarters since.
  • Northeast Financial Consultants's IBM position peaked at $1.91M in Q3 2019.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.