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SRN Advisors’s IBM IBM Stock Holding History

SRN Advisors’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 		$911K Sell
3,089
-3,380
-52% -$871K 0.83% 45
2025
Q1 		$1.61M Sell
6,469
-692
-10% -$169K 1.81% 9
2024
Q4 		$1.57M Buy
7,161
+4,650
+185% +$1.04M 1.4% 10
2024
Q3 		$555K Sell
2,511
-2,180
-46% -$427K 0.49% 86
2024
Q2 		$811K Sell
4,691
-4,450
-49% -$773K 0.67% 79
2024
Q1 		$1.75M Sell
9,141
-601
-6% -$110K 1.36% 15
2023
Q4 		$1.59M Sell
9,742
-1,880
-16% -$284K 1.43% 14
2023
Q3 		$1.63M Buy
11,622
+504
+5% +$71.7K 1.62% 16
2023
Q2 		$1.49M Sell
11,118
-1,053
-9% -$136K 1.32% 19
2023
Q1 		$1.57M Buy
12,171
+4,040
+50% +$540K 1.44% 14
2022
Q4 		$1.15M Sell
8,131
-8,635
-52% -$1.19M 1.14% 46
2022
Q3 		$1.99M Sell
16,766
-352
-2% -$46.2K 1.67% 8
2022
Q2 		$2.42M Sell
17,118
-6,788
-28% -$916K 1.69% 7
2022
Q1 		$3.11M Sell
23,906
-16,343
-41% -$2.13M 1.37% 28
2021
Q4 		$5.38M Sell
40,249
-2,778
-6% -$348K 1.93% 5
2021
Q3 		$5.71M Buy
43,027
+2,719
+7% +$363K 2.65% 2
2021
Q2 		$5.65M Buy
40,308
+254
+0.6% +$34.7K 1.92% 11
2021
Q1 		$5.1M Buy
40,054
+14,784
+59% +$1.77M 1.83% 8
2020
Q4 		$3M Buy
+25,270
New +$2.92M 1.48% 15

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

SRN Advisors's IBM Position: Q2 2025 in Review

SRN Advisors reduced its IBM (IBM) stake by 52% in Q2 2025, selling an estimated $871K and leaving 3,089 shares worth $911K. The position accounts for 0.83% of the portfolio, ranked #45.

SRN Advisors first reported a position in IBM in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.71M in Q3 2021. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • SRN Advisors held 3,089 shares of IBM worth $911K as of Q2 2025.
  • SRN Advisors sold 3,380 IBM shares in Q2 2025, an estimated $871K.
  • IBM made up 0.83% of SRN Advisors's portfolio in Q2 2025, its #45 holding.
  • SRN Advisors first reported a position in IBM in Q4 2020 and has held it in 19 quarters since.
  • SRN Advisors's IBM position peaked at $5.71M in Q3 2021.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.