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Orion Portfolio Solutions’s IBM IBM Stock Holding History

Orion Portfolio Solutions’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 		$10.4M Sell
41,857
-12,806
-23% -$3.13M 0.1% 189
2024
Q4 		$12M Buy
54,663
+4,985
+10% +$1.11M 0.12% 156
2024
Q3 		$11M Buy
49,678
+2,187
+5% +$429K 0.11% 182
2024
Q2 		$8.21M Sell
47,491
-1,068
-2% -$186K 0.09% 227
2024
Q1 		$9.27M Sell
48,559
-16,955
-26% -$3.09M 0.1% 207
2023
Q4 		$10.6M Sell
65,514
-3,832
-6% -$579K 0.12% 172
2023
Q3 		$9.73M Sell
69,346
-7,325
-10% -$1.04M 0.12% 169
2023
Q2 		$10.3M Buy
76,671
+4,137
+6% +$534K 0.11% 179
2023
Q1 		$9.51M Buy
72,534
+56,329
+348% +$7.54M 0.12% 165
2022
Q4 		$2.28M Buy
16,205
+3,220
+25% +$444K 0.08% 175
2022
Q3 		$1.54M Buy
12,985
+6,299
+94% +$827K 0.06% 192
2022
Q2 		$944K Buy
6,686
+16
+0.2% +$2.16K 0.04% 262
2022
Q1 		$867K Sell
6,670
-689
-9% -$89.9K 0.03% 289
2021
Q4 		$984K Sell
7,359
-605
-8% -$75.9K 0.03% 276
2021
Q3 		$1.06M Buy
7,964
+325
+4% +$43.4K 0.04% 246
2021
Q2 		$1.07M Buy
7,639
+2,368
+45% +$324K 0.04% 227
2021
Q1 		$672K Buy
5,271
+1,051
+25% +$126K 0.03% 263
2020
Q4 		$508K Sell
4,220
-541
-11% -$62.5K 0.02% 296
2020
Q3 		$554K Buy
4,761
+175
+4% +$20.6K 0.03% 250
2020
Q2 		$529K Sell
4,586
-488
-10% -$56.7K 0.03% 232
2020
Q1 		$538K Buy
5,074
+1,636
+48% +$207K 0.04% 196
2019
Q4 		$441K Buy
+3,438
New +$447K 0.03% 222

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

Orion Portfolio Solutions's IBM Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its IBM (IBM) stake by 23% in Q1 2025, selling an estimated $3.13M and leaving 41,857 shares worth $10.4M. The position accounts for 0.1% of the portfolio, ranked #189.

Orion Portfolio Solutions first reported a position in IBM in Q4 2019 and has held it in 22 quarters since. The position peaked at $12M in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Orion Portfolio Solutions held 41,857 shares of IBM worth $10.4M as of Q1 2025.
  • Orion Portfolio Solutions sold 12,806 IBM shares in Q1 2025, an estimated $3.13M.
  • IBM made up 0.1% of Orion Portfolio Solutions's portfolio in Q1 2025, its #189 holding.
  • Orion Portfolio Solutions first reported a position in IBM in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's IBM position peaked at $12M in Q4 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.