TFB Advisors’s IBM IBM Stock Holding History

TFB Advisors’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	-912	Closed	-$269K	–	328
2025 Q2	$269K	Sell	912 -186	-17%	-$47.9K	0.07%	275
2025 Q1	$273K	Sell	1,098 -24	-2%	-$5.87K	0.08%	266
2024 Q4	$247K	Buy	1,122 +204	+22%	+$45.4K	0.07%	278
2024 Q3	$203K	Buy	+918	New	+$180K	0.06%	304

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

TFB Advisors's IBM Position: Q3 2025 in Review

TFB Advisors sold out of IBM (IBM) in Q3 2025, closing a stake of 912 shares — an estimated $269K sold.

TFB Advisors first reported a position in IBM in Q3 2024 and held it in 4 quarters. The position peaked at $273K in Q1 2025. 3,421 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

TFB Advisors reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
TFB Advisors sold 912 IBM shares in Q3 2025, an estimated $269K.
TFB Advisors first reported a position in IBM in Q3 2024 and held it in 4 quarters.
TFB Advisors's IBM position peaked at $273K in Q1 2025.
3,421 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on TFB Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.