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Smith Anglin Financial’s IBM IBM Stock Holding History

Smith Anglin Financial’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
Q2 		$2.86M Buy
9,701
+62
+0.6% +$16K 0.26% 37
2025
Q1 		$2.4M Buy
9,639
+76
+0.8% +$18.6K 0.25% 40
2024
Q4 		$2.1M Sell
9,563
-790
-8% -$176K 0.2% 45
2024
Q3 		$2.29M Sell
10,353
-42
-0.4% -$8.23K 0.22% 41
2024
Q2 		$1.8M Sell
10,395
-194
-2% -$33.7K 0.18% 44
2024
Q1 		$2.02M Buy
10,589
+212
+2% +$38.7K 0.21% 42
2023
Q4 		$1.7M Buy
+10,377
New +$1.57M 0.19% 48

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Smith Anglin Financial's IBM Position: Q2 2025 in Review

Smith Anglin Financial increased its IBM (IBM) stake by 0.64% in Q2 2025, buying an estimated $16K and bringing the position to 9,701 shares worth $2.86M. The position accounts for 0.26% of the portfolio, ranked #37.

Smith Anglin Financial first reported a position in IBM in Q4 2023 and has held it in 7 quarters since. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Smith Anglin Financial held 9,701 shares of IBM worth $2.86M as of Q2 2025.
  • Smith Anglin Financial bought 62 IBM shares in Q2 2025, an estimated $16K.
  • IBM made up 0.26% of Smith Anglin Financial's portfolio in Q2 2025, its #37 holding.
  • Smith Anglin Financial first reported a position in IBM in Q4 2023 and has held it in 7 quarters since.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.