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Rappaport Reiches Capital Management’s IBM IBM Stock Holding History

Rappaport Reiches Capital Management’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 		$344K Sell
1,385
-33
-2% -$8.07K 0.09% 81
2024
Q4 		$312K Sell
1,418
-84
-6% -$18.7K 0.08% 77
2024
Q3 		$332K Buy
+1,502
New +$295K 0.09% 78

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

Rappaport Reiches Capital Management's IBM Position: Q1 2025 in Review

Rappaport Reiches Capital Management reduced its IBM (IBM) stake by 2.3% in Q1 2025, selling an estimated $8.07K and leaving 1,385 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #81.

Rappaport Reiches Capital Management first reported a position in IBM in Q3 2024 and has held it in 3 quarters since. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Rappaport Reiches Capital Management held 1,385 shares of IBM worth $344K as of Q1 2025.
  • Rappaport Reiches Capital Management sold 33 IBM shares in Q1 2025, an estimated $8.07K.
  • IBM made up 0.09% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #81 holding.
  • Rappaport Reiches Capital Management first reported a position in IBM in Q3 2024 and has held it in 3 quarters since.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.