Shay Capital’s IBM IBM Stock Holding History

Shay Capital’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
2021 Q2	–	Sell	-1,255	Closed	-$160K	–	580
2021 Q1	$160K	Sell	1,255 -35,355	-97%	-$4.23M	0.02%	391
2020 Q4	$4.41M	Buy	+36,610	New	+$4.23M	0.96%	17

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Shay Capital's IBM Position: Q1 2025 in Review

Shay Capital sold out of IBM (IBM) in Q1 2025, closing a stake of 3,000 shares — an estimated $659K sold.

Shay Capital first reported a position in IBM in Q1 2021 and held it in 2 quarters. The position peaked at $659K in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

Shay Capital reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
Shay Capital sold 3,000 IBM shares in Q1 2025, an estimated $659K.
Shay Capital first reported a position in IBM in Q1 2021 and held it in 2 quarters.
Shay Capital's IBM position peaked at $659K in Q4 2024.
3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Shay Capital's 13F filing for Q1 2025, filed 15 May 2025.