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Prossimo Advisors’s IBM IBM Stock Holding History

Prossimo Advisors’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
-2,311
Closed -$681K – 69
2025
Q2 		$681K Sell
2,311
-66
-3% -$17K 0.55% 54
2025
Q1 		$591K Sell
2,377
-18
-0.8% -$4.4K 0.44% 71
2024
Q4 		$526K Buy
2,395
+7
+0.3% +$1.56K 0.38% 81
2024
Q3 		$528K Buy
2,388
+93
+4% +$18.2K 0.39% 81
2024
Q2 		$397K Buy
+2,295
New +$399K 0.36% 86
2023
Q3 		– Sell
-1,925
Closed -$258K – 83
2023
Q2 		$258K Buy
+1,925
New +$248K 0.25% 103

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

Prossimo Advisors's IBM Position: Q3 2025 in Review

Prossimo Advisors sold out of IBM (IBM) in Q3 2025, closing a stake of 2,311 shares — an estimated $681K sold.

Prossimo Advisors first reported a position in IBM in Q2 2023 and held it in 6 quarters. The position peaked at $681K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Prossimo Advisors reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 2,311 IBM shares in Q3 2025, an estimated $681K.
  • Prossimo Advisors first reported a position in IBM in Q2 2023 and held it in 6 quarters.
  • Prossimo Advisors's IBM position peaked at $681K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.