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ORG Partners’s IBM IBM Stock Holding History

ORG Partners’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 		$1.03M Buy
3,464
+705
+26% +$211K 0.18% 119
2025
Q3 		$779K Sell
2,759
-25
-0.9% -$6.54K 0.14% 140
2025
Q2 		$813K Buy
2,784
+93
+3% +$24K 0.17% 119
2025
Q1 		$673K Sell
2,691
-7,584
-74% -$1.86M 0.17% 114
2024
Q4 		$2.26M Sell
10,275
-338
-3% -$75.3K 0.31% 59
2024
Q3 		$2.35M Sell
10,613
-3,702
-26% -$726K 0.38% 50
2024
Q2 		$2.51M Buy
14,315
+13,147
+1,126% +$2.28M 0.31% 63
2024
Q1 		$222K Sell
1,168
-14,631
-93% -$2.67M 0.42% 41
2023
Q4 		$2.59M Buy
15,799
+3,614
+30% +$546K 0.43% 49
2023
Q3 		$1.71M Sell
12,185
-307
-2% -$43.7K 0.51% 36
2023
Q2 		$1.67M Buy
+12,492
New +$1.61M 0.27% 77

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

ORG Partners's IBM Position: Q4 2025 in Review

ORG Partners increased its IBM (IBM) stake by 26% in Q4 2025, buying an estimated $211K and bringing the position to 3,464 shares worth $1.03M. The position accounts for 0.18% of the portfolio, ranked #119.

ORG Partners first reported a position in IBM in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q4 2023. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • ORG Partners held 3,464 shares of IBM worth $1.03M as of Q4 2025.
  • ORG Partners bought 705 IBM shares in Q4 2025, an estimated $211K.
  • IBM made up 0.18% of ORG Partners's portfolio in Q4 2025, its #119 holding.
  • ORG Partners first reported a position in IBM in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's IBM position peaked at $2.59M in Q4 2023.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.