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Stuart Chaussee & Associates’s IBM IBM Stock Holding History

Stuart Chaussee & Associates’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 		– Sell
-147
Closed -$41.5K – 60
2025
Q3 		$41.5K Hold
147
– – 0.01% 99
2025
Q2 		$43.3K Hold
147
– – 0.01% 94
2025
Q1 		$36.6K Buy
+147
New +$36K 0.01% 96
2017
Q1 		– Sell
-183
Closed -$29K – 78
2016
Q4 		$29K Buy
+183
New +$27.9K 0.02% 40

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

Stuart Chaussee & Associates's IBM Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of IBM (IBM) in Q4 2025, closing a stake of 147 shares — an estimated $41.5K sold.

Stuart Chaussee & Associates first reported a position in IBM in Q4 2016 and held it in 4 quarters. The position peaked at $43.3K in Q2 2025. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 147 IBM shares in Q4 2025, an estimated $41.5K.
  • Stuart Chaussee & Associates first reported a position in IBM in Q4 2016 and held it in 4 quarters.
  • Stuart Chaussee & Associates's IBM position peaked at $43.3K in Q2 2025.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.