Reflection Asset Management’s IBM IBM Stock Holding History

Reflection Asset 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 Q4	$1.37M	Buy	+4,629	New	+$1.39M	0.97%	29

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Reflection Asset Management's IBM Position: Q4 2025 in Review

Reflection Asset Management opened a new position in IBM (IBM) in Q4 2025: 4,629 shares worth $1.37M. The stake represents 0.97% of the portfolio and ranks #29 among its holdings.

3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Reflection Asset Management held 4,629 shares of IBM worth $1.37M as of Q4 2025.
IBM was a new Reflection Asset Management position in Q4 2025.
IBM made up 0.97% of Reflection Asset Management's portfolio in Q4 2025, its #29 holding.
3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.