SXL
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Summit X LLC’s IBM IBM Stock Holding History

Summit X LLC’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
-812
Closed -$239K – 106
2025
Q2 		$239K Buy
+812
New +$209K 0.04% 224
2023
Q3 		– Sell
-3,141
Closed -$420K – 230
2023
Q2 		$420K Sell
3,141
-458
-13% -$59.1K 0.1% 173
2023
Q1 		$470K Sell
3,599
-1,551
-30% -$207K 0.12% 159
2022
Q4 		$727K Buy
5,150
+1,577
+44% +$218K 0.21% 101
2022
Q3 		$436K Sell
3,573
-1,577
-31% -$207K 0.13% 168
2022
Q2 		$723K Buy
5,150
+2,877
+127% +$388K 0.21% 101
2022
Q1 		$301K Buy
+2,273
New +$296K 0.07% 212
2020
Q4 		– Sell
-1,295
Closed -$1.7K – 323
2020
Q3 		$1.7K Buy
+1,295
New +$152K 0.03% 200
2019
Q4 		– Sell
-1,732
Closed -$242K – 240
2019
Q3 		$242K Sell
1,732
-13
-0.7% -$1.75K 0.1% 204
2019
Q2 		$231K Hold
1,745
– – 0.09% 206
2019
Q1 		$234K Sell
1,745
-5,962
-77% -$760K 0.1% 209
2018
Q4 		$835K Buy
7,707
+2,266
+42% +$272K 0.48% 51
2018
Q3 		$805K Buy
5,441
+1,509
+38% +$211K 0.4% 61
2018
Q2 		$525K Sell
3,932
-2,046
-34% -$285K 0.29% 90
2018
Q1 		$879K Sell
5,978
-796
-12% -$120K 0.53% 45
2017
Q4 		$996K Buy
+6,774
New +$985K 0.63% 39

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