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Portfolio Strategies’s IBM IBM Stock Holding History

Portfolio Strategies’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
-700
Closed -$206K – 65
2025
Q2 		$206K Buy
+700
New +$180K 0.03% 50
2021
Q1 		– Sell
-1,843
Closed -$222K – 63
2020
Q4 		$222K Buy
+1,843
New +$213K 0.04% 49
2020
Q3 		– Sell
-1,850
Closed -$214K – 49
2020
Q2 		$214K Buy
+1,850
New +$215K 0.08% 44
2019
Q4 		– Sell
-1,625
Closed -$226K – 56
2019
Q3 		$226K Buy
1,625
+1
+0.1% +$135 0.12% 52
2019
Q2 		$214K Sell
1,624
-83
-5% -$10.9K 0.14% 51
2019
Q1 		$230K Buy
+1,707
New +$218K 0.18% 55
2018
Q4 		– Sell
-1,358
Closed -$196K – 105
2018
Q3 		$196K Sell
1,358
-1,252
-48% -$175K 0.11% 49
2018
Q2 		$349K Sell
2,610
-301
-10% -$42K 0.23% 40
2018
Q1 		$427K Buy
2,911
+46
+2% +$6.96K 0.33% 35
2017
Q4 		$420K Buy
+2,865
New +$417K 0.29% 38

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Portfolio Strategies's IBM Position: Q3 2025 in Review

Portfolio Strategies sold out of IBM (IBM) in Q3 2025, closing a stake of 700 shares — an estimated $206K sold.

Portfolio Strategies first reported a position in IBM in Q4 2017 and held it in 10 quarters. The position peaked at $427K in Q1 2018. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Portfolio Strategies reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Portfolio Strategies sold 700 IBM shares in Q3 2025, an estimated $206K.
  • Portfolio Strategies first reported a position in IBM in Q4 2017 and held it in 10 quarters.
  • Portfolio Strategies's IBM position peaked at $427K in Q1 2018.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Portfolio Strategies's 13F filing for Q3 2025, filed 29 Oct 2025.