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Stephens Consulting’s IBM IBM Stock Holding History

Stephens Consulting’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 		$134K Buy
452
+1
+0.2% +$299 0.04% 84
2025
Q3 		$127K Sell
451
-3,225
-88% -$844K 0.04% 87
2025
Q2 		$1.08M Sell
3,676
-203
-5% -$52.3K 0.26% 42
2025
Q1 		$965K Buy
3,879
+54
+1% +$13.2K 0.24% 40
2024
Q4 		$841K Sell
3,825
-177
-4% -$39.4K 0.21% 44
2024
Q3 		$885K Buy
4,002
+3
+0.1% +$588 0.23% 41
2024
Q2 		$692K Sell
3,999
-118
-3% -$20.5K 0.2% 43
2024
Q1 		$786K Buy
4,117
+3
+0.1% +$547 0.24% 37
2023
Q4 		$673K Sell
4,114
-465
-10% -$70.3K 0.23% 38
2023
Q3 		$642K Buy
4,579
+3,933
+609% +$560K 0.26% 38
2023
Q2 		$86.4K Sell
646
-76
-11% -$9.81K 0.03% 118
2023
Q1 		$94.7K Buy
722
+5
+0.7% +$669 0.06% 115
2022
Q4 		$101K Buy
717
+5
+0.7% +$690 0.07% 106
2022
Q3 		$84.6K Sell
712
-5
-0.7% -$656 0.08% 117
2022
Q2 		$101K Sell
717
-43
-6% -$5.8K 0.08% 102
2022
Q1 		$98.8K Sell
760
-50
-6% -$6.52K 0.08% 127
2021
Q4 		$108K Buy
+810
New +$102K 0.09% 145

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Stephens Consulting's IBM Position: Q4 2025 in Review

Stephens Consulting increased its IBM (IBM) stake by 0.22% in Q4 2025, buying an estimated $299 and bringing the position to 452 shares worth $134K. The position accounts for 0.04% of the portfolio, ranked #84.

Stephens Consulting first reported a position in IBM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.08M in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Stephens Consulting held 452 shares of IBM worth $134K as of Q4 2025.
  • Stephens Consulting bought 1 IBM share in Q4 2025, an estimated $299.
  • IBM made up 0.04% of Stephens Consulting's portfolio in Q4 2025, its #84 holding.
  • Stephens Consulting first reported a position in IBM in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's IBM position peaked at $1.08M in Q2 2025.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.