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Stonegate Investment Group’s IBM IBM Stock Holding History

Stonegate Investment 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 		$4.04M Sell
14,319
-314
-2% -$82.2K 0.09% 92
2025
Q2 		$4.31M Buy
14,633
+498
+4% +$128K 0.11% 82
2025
Q1 		$3.51M Sell
14,135
-383
-3% -$93.7K 0.09% 86
2024
Q4 		$3.19M Buy
14,518
+1,190
+9% +$265K 0.09% 91
2024
Q3 		$2.95M Sell
13,328
-18,712
-58% -$3.67M 0.08% 98
2024
Q2 		$5.54M Sell
32,040
-1,244
-4% -$216K 0.16% 64
2024
Q1 		$6.36M Sell
33,284
-309,455
-90% -$56.5M 0.2% 61
2023
Q4 		$56.1M Sell
342,739
-1,138
-0.3% -$172K 1.85% 18
2023
Q3 		$48.2M Buy
343,877
+42,345
+14% +$6.02M 1.75% 20
2023
Q2 		$40.3M Sell
301,532
-2,853
-0.9% -$368K 1.43% 25
2023
Q1 		$39.9M Sell
304,385
-8,542
-3% -$1.14M 1.5% 26
2022
Q4 		$44.1M Sell
312,927
-1,081
-0.3% -$149K 1.9% 19
2022
Q3 		$37.3M Buy
314,008
+2,203
+0.7% +$289K 1.71% 19
2022
Q2 		$44M Buy
311,805
+11,588
+4% +$1.56M 1.93% 16
2022
Q1 		$39M Buy
300,217
+7,471
+3% +$974K 1.28% 25
2021
Q4 		$39.1M Buy
+292,746
New +$36.7M 1.64% 20

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Stonegate Investment Group's IBM Position: Q3 2025 in Review

Stonegate Investment Group reduced its IBM (IBM) stake by 2.1% in Q3 2025, selling an estimated $82.2K and leaving 14,319 shares worth $4.04M. The position accounts for 0.09% of the portfolio, ranked #92.

Stonegate Investment Group first reported a position in IBM in Q4 2021 and has held it in 16 quarters since. The position peaked at $56.1M in Q4 2023. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Stonegate Investment Group held 14,319 shares of IBM worth $4.04M as of Q3 2025.
  • Stonegate Investment Group sold 314 IBM shares in Q3 2025, an estimated $82.2K.
  • IBM made up 0.09% of Stonegate Investment Group's portfolio in Q3 2025, its #92 holding.
  • Stonegate Investment Group first reported a position in IBM in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's IBM position peaked at $56.1M in Q4 2023.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.