Owen LaRue’s IBM IBM Stock Holding History

Owen LaRue’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 Q3	–	Sell	-5,285	Closed	-$1.56M	–	121
2025 Q2	$1.56M	Sell	5,285 -874	-14%	-$225K	0.66%	44
2025 Q1	$1.53M	Buy	6,159 +1,038	+20%	+$254K	0.76%	35
2024 Q4	$1.13M	Buy	5,121 +74	+1%	+$16.5K	0.59%	42
2024 Q3	$1.12M	Buy	+5,047	New	+$990K	0.59%	45

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Owen LaRue's IBM Position: Q3 2025 in Review

Owen LaRue sold out of IBM (IBM) in Q3 2025, closing a stake of 5,285 shares — an estimated $1.56M sold.

Owen LaRue first reported a position in IBM in Q3 2024 and held it in 4 quarters. The position peaked at $1.56M in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Owen LaRue reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Owen LaRue sold 5,285 IBM shares in Q3 2025, an estimated $1.56M.
Owen LaRue first reported a position in IBM in Q3 2024 and held it in 4 quarters.
Owen LaRue's IBM position peaked at $1.56M in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Owen LaRue's 13F filing for Q3 2025, filed 31 Oct 2025.