Sonora Investment Management Group’s IBM IBM Stock Holding History

Sonora Investment Management 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 Q3	$29.3M	Sell	103,767 -1,409	-1%	-$369K	2.07%	11
2025 Q2	$31M	Buy	+105,176	New	+$27.1M	2.3%	9
2025 Q1	–	Sell	-106,946	Closed	-$23.5M	–	305
2024 Q4	$23.5M	Buy	106,946 +3,531	+3%	+$786K	1.8%	15
2024 Q3	$22.9M	Buy	103,415 +1,083	+1%	+$212K	1.69%	13
2024 Q2	$19.5M	Hold	102,332	–	–	1.53%	15
2024 Q1	$19.5M	Buy	102,332 +2,543	+3%	+$464K	1.53%	15
2023 Q4	$16.3M	Buy	99,789 +4,182	+4%	+$632K	1.33%	19
2023 Q3	$13.4M	Buy	95,607 +4,405	+5%	+$627K	1.15%	27
2023 Q2	$12.2M	Buy	91,202 +7,441	+9%	+$960K	1.02%	35
2023 Q1	$11M	Buy	83,761 +9,131	+12%	+$1.22M	0.96%	34
2022 Q4	$10.5M	Buy	74,630 +11,436	+18%	+$1.58M	0.96%	34
2022 Q3	$8.92M	Hold	63,194	–	–	1.15%	30
2022 Q2	$8.92M	Buy	63,194 +25,698	+69%	+$3.47M	0.85%	42
2022 Q1	$4.87M	Buy	37,496 +11,385	+44%	+$1.48M	0.55%	65
2021 Q4	$3.49M	Buy	+26,111	New	+$3.27M	0.41%	72

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

Sonora Investment Management Group's IBM Position: Q3 2025 in Review

Sonora Investment Management Group reduced its IBM (IBM) stake by 1.3% in Q3 2025, selling an estimated $369K and leaving 103,767 shares worth $29.3M. The position accounts for 2.07% of the portfolio, ranked #11.

Sonora Investment Management Group first reported a position in IBM in Q4 2021 and has held it in 15 quarters since. The position peaked at $31M in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

Sonora Investment Management Group held 103,767 shares of IBM worth $29.3M as of Q3 2025.
Sonora Investment Management Group sold 1,409 IBM shares in Q3 2025, an estimated $369K.
IBM made up 2.07% of Sonora Investment Management Group's portfolio in Q3 2025, its #11 holding.
Sonora Investment Management Group first reported a position in IBM in Q4 2021 and has held it in 15 quarters since.
Sonora Investment Management Group's IBM position peaked at $31M in Q2 2025.
3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.