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O'Keefe Stevens Advisory’s IBM IBM Stock Holding History

O'Keefe Stevens Advisory’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
Q1 		– Sell
-1,110
Closed -$244K – 72
2024
Q4 		$244K Sell
1,110
-25
-2% -$5.57K 0.08% 66
2024
Q3 		$251K Buy
+1,135
New +$223K 0.08% 63
2024
Q2 		– Sell
-1,110
Closed -$212K – 72
2024
Q1 		$212K Buy
+1,110
New +$202K 0.07% 63
2019
Q2 		– Sell
-1,647
Closed -$222K – 43
2019
Q1 		$222K Buy
+1,647
New +$210K 0.17% 39
2018
Q4 		– Sell
-1,647
Closed -$238K – 41
2018
Q3 		$238K Hold
1,647
– – 0.17% 38
2018
Q2 		$220K Hold
1,647
– – 0.18% 37
2018
Q1 		$242K Hold
1,647
– – 0.21% 41
2017
Q4 		$242K Buy
+1,647
New +$239K 0.22% 40

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

O'Keefe Stevens Advisory's IBM Position: Q1 2025 in Review

O'Keefe Stevens Advisory sold out of IBM (IBM) in Q1 2025, closing a stake of 1,110 shares — an estimated $244K sold.

O'Keefe Stevens Advisory first reported a position in IBM in Q4 2017 and held it in 8 quarters. The position peaked at $251K in Q3 2024. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • O'Keefe Stevens Advisory reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • O'Keefe Stevens Advisory sold 1,110 IBM shares in Q1 2025, an estimated $244K.
  • O'Keefe Stevens Advisory first reported a position in IBM in Q4 2017 and held it in 8 quarters.
  • O'Keefe Stevens Advisory's IBM position peaked at $251K in Q3 2024.
  • 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on O'Keefe Stevens Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.