RD Lewis Holdings’s IBM IBM Stock Holding History

RD Lewis Holdings’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 Q4	–	Sell	-698	Closed	-$220K	–	91
2025 Q3	$220K	Buy	+698	New	+$183K	0.21%	76
2025 Q1	–	Sell	-794	Closed	-$200K	–	87
2024 Q4	$200K	Buy	+794	New	+$177K	0.22%	88

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

RD Lewis Holdings's IBM Position: Q4 2025 in Review

RD Lewis Holdings sold out of IBM (IBM) in Q4 2025, closing a stake of 698 shares — an estimated $220K sold.

RD Lewis Holdings first reported a position in IBM in Q4 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

RD Lewis Holdings reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
RD Lewis Holdings sold 698 IBM shares in Q4 2025, an estimated $220K.
RD Lewis Holdings first reported a position in IBM in Q4 2024 and held it in 2 quarters.
RD Lewis Holdings's IBM position peaked at $220K in Q3 2025.
3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on RD Lewis Holdings's 13F filing for Q4 2025, filed 6 Feb 2026.