Sierra Ocean’s IBM IBM Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-469	Closed	-$138K	–	458
2025 Q2	$138K	Buy	469 +14	+3%	+$3.61K	0.1%	88
2025 Q1	$113K	Buy	455 +62	+16%	+$15.2K	0.09%	90
2024 Q4	$86.5K	Buy	+393	New	+$87.5K	0.07%	107

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Sierra Ocean's IBM Position: Q3 2025 in Review

Sierra Ocean sold out of IBM (IBM) in Q3 2025, closing a stake of 469 shares — an estimated $138K sold.

Sierra Ocean first reported a position in IBM in Q4 2024 and held it in 3 quarters. The position peaked at $138K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Sierra Ocean reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 469 IBM shares in Q3 2025, an estimated $138K.
Sierra Ocean first reported a position in IBM in Q4 2024 and held it in 3 quarters.
Sierra Ocean's IBM position peaked at $138K in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.