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Socha Financial Group’s IBM IBM Stock Holding History

Socha Financial Group’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
-20,518
Closed -$5.79M – 19
2025
Q3 		$5.79M Buy
20,518
+30
+0.1% +$7.85K 2.45% 6
2025
Q2 		$6.04M Buy
20,488
+20
+0.1% +$5.15K 2.69% 6
2025
Q1 		$5.09M Hold
20,468
– – 2.49% 5
2024
Q4 		$4.5M Buy
20,468
+50
+0.2% +$11.1K 2.11% 7
2024
Q3 		$4.51M Hold
20,418
– – 1.96% 7
2024
Q2 		$3.53M Sell
20,418
-1,151
-5% -$200K 1.65% 7
2024
Q1 		$4.12M Buy
21,569
+26
+0.1% +$4.74K 1.81% 8
2023
Q4 		$3.52M Buy
21,543
+6
+0% +$907 1.69% 8
2023
Q3 		$3.02M Buy
21,537
+7
+0% +$996 1.61% 8
2023
Q2 		$2.88M Buy
21,530
+1,112
+5% +$144K 1.52% 8
2023
Q1 		$2.68M Hold
20,418
– – 1.73% 8
2022
Q4 		$2.88M Hold
20,418
– – 2.04% 7
2022
Q3 		$2.43M Buy
+20,418
New +$2.68M 2.08% 8

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Socha Financial Group's IBM Position: Q4 2025 in Review

Socha Financial Group sold out of IBM (IBM) in Q4 2025, closing a stake of 20,518 shares — an estimated $5.79M sold.

Socha Financial Group first reported a position in IBM in Q3 2022 and held it in 13 quarters. The position peaked at $6.04M in Q2 2025. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Socha Financial Group reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Socha Financial Group sold 20,518 IBM shares in Q4 2025, an estimated $5.79M.
  • Socha Financial Group first reported a position in IBM in Q3 2022 and held it in 13 quarters.
  • Socha Financial Group's IBM position peaked at $6.04M in Q2 2025.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Socha Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.