Susquehanna Fundamental Investments’s IBM IBM Stock Holding History

Susquehanna Fundamental Investments’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	-5,900	Closed	-$1.66M	–	631
2025 Q3	$1.66M	Sell	5,900 -124,712	-95%	-$32.6M	0.07%	261
2025 Q2	$38.5M	Sell	130,612 -41,400	-24%	-$10.7M	1.04%	8
2025 Q1	$42.8M	Hold	172,012	–	–	0.6%	14
2024 Q4	$37.8M	Buy	+172,012	New	+$38.3M	0.54%	14
2024 Q2	$7.16M	Buy	+41,400	New	+$7.19M	0.17%	169
2023 Q1	–	Sell	-94,461	Closed	-$13.3M	–	1020
2022 Q4	$13.3M	Sell	94,461 -70,220	-43%	-$9.69M	0.23%	132
2022 Q3	$19.6M	Buy	+164,681	New	+$21.6M	0.33%	64
2019 Q4	–	Sell	-35,146	Closed	-$4.89M	–	326
2019 Q3	$4.89M	Hold	35,146	–	–	0.6%	45
2019 Q2	$4.63M	Hold	35,146	–	–	0.54%	57
2019 Q1	$4.74M	Sell	35,146 -84,516	-71%	-$10.8M	0.54%	60
2018 Q4	$13M	Buy	119,662 +35,145	+42%	+$4.22M	2.28%	1
2018 Q3	$12.2M	Buy	84,517 +48,535	+135%	+$6.78M	2.07%	1
2018 Q2	$4.81M	Buy	35,982 +27,614	+330%	+$3.85M	0.71%	35
2018 Q1	$1.23M	Buy	+8,368	New	+$1.27M	0.15%	224

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Susquehanna Fundamental Investments's IBM Position: Q4 2025 in Review

Susquehanna Fundamental Investments sold out of IBM (IBM) in Q4 2025, closing a stake of 5,900 shares — an estimated $1.66M sold.

Susquehanna Fundamental Investments first reported a position in IBM in Q1 2018 and held it in 14 quarters. The position peaked at $42.8M in Q1 2025. 3,686 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Susquehanna Fundamental Investments reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Susquehanna Fundamental Investments sold 5,900 IBM shares in Q4 2025, an estimated $1.66M.
Susquehanna Fundamental Investments first reported a position in IBM in Q1 2018 and held it in 14 quarters.
Susquehanna Fundamental Investments's IBM position peaked at $42.8M in Q1 2025.
3,686 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2025, filed 17 Feb 2026.