SP Asset Management’s IBM IBM Stock Holding History

SP Asset Management’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	-814	Closed	-$240K	–	141
2025 Q2	$240K	Buy	814 +2	+0.2%	+$515	0.02%	119
2025 Q1	$202K	Buy	+812	New	+$199K	0.02%	119
2024 Q4	–	Sell	-927	Closed	-$205K	–	133
2024 Q3	$205K	Buy	+927	New	+$182K	0.02%	127

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

SP Asset Management's IBM Position: Q3 2025 in Review

SP Asset Management sold out of IBM (IBM) in Q3 2025, closing a stake of 814 shares — an estimated $240K sold.

SP Asset Management first reported a position in IBM in Q3 2024 and held it in 3 quarters. The position peaked at $240K in Q2 2025. 3,422 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

SP Asset Management reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
SP Asset Management sold 814 IBM shares in Q3 2025, an estimated $240K.
SP Asset Management first reported a position in IBM in Q3 2024 and held it in 3 quarters.
SP Asset Management's IBM position peaked at $240K in Q2 2025.
3,422 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on SP Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.