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Northwest Capital Management’s IBM IBM Stock Holding History

Northwest 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
-384
Closed -$108K – 149
2025
Q3 		$108K Hold
384
– – 0.11% 91
2025
Q2 		$113K Sell
384
-200
-34% -$51.5K 0.06% 125
2025
Q1 		$145K Hold
584
– – 0.06% 131
2024
Q4 		$128K Hold
584
– – 0.06% 134
2024
Q3 		$129K Hold
584
– – 0.05% 135
2024
Q2 		$101K Sell
584
-365
-38% -$63.4K 0.04% 154
2024
Q1 		$181K Sell
949
-281
-23% -$51.3K 0.06% 134
2023
Q4 		$201K Buy
1,230
+59
+5% +$8.91K 0.07% 117
2023
Q3 		$164K Buy
1,171
+3
+0.3% +$427 0.06% 123
2023
Q2 		$156K Buy
+1,168
New +$151K 0.07% 127

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

Northwest Capital Management's IBM Position: Q4 2025 in Review

Northwest Capital Management sold out of IBM (IBM) in Q4 2025, closing a stake of 384 shares — an estimated $108K sold.

Northwest Capital Management first reported a position in IBM in Q2 2023 and held it in 10 quarters. The position peaked at $201K in Q4 2023. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Northwest Capital Management reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Northwest Capital Management sold 384 IBM shares in Q4 2025, an estimated $108K.
  • Northwest Capital Management first reported a position in IBM in Q2 2023 and held it in 10 quarters.
  • Northwest Capital Management's IBM position peaked at $201K in Q4 2023.
  • 3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Northwest Capital Management's 13F filing for Q4 2025, filed 26 Jan 2026.