Sellwood Investment Partners’s IBM IBM Stock Holding History

Sellwood Investment Partners’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	-100	Closed	-$28.2K	–	77
2025 Q3	$28.2K	Buy	+100	New	+$26.2K	0.01%	55

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 $1.37T 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 $1T AUM

Sellwood Investment Partners's IBM Position: Q4 2025 in Review

Sellwood Investment Partners sold out of IBM (IBM) in Q4 2025, closing a stake of 100 shares — an estimated $28.2K sold.

Sellwood Investment Partners first reported a position in IBM in Q3 2025 and held it in 1 quarter. The position peaked at $28.2K in Q3 2025. 3,691 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Sellwood Investment Partners reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Sellwood Investment Partners sold 100 IBM shares in Q4 2025, an estimated $28.2K.
Sellwood Investment Partners first reported a position in IBM in Q3 2025 and held it in 1 quarter.
Sellwood Investment Partners's IBM position peaked at $28.2K in Q3 2025.
3,691 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Sellwood Investment Partners's 13F filing for Q4 2025, filed 26 Jan 2026.