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TFG Advisers’s IBM IBM Stock Holding History

TFG Advisers’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
Q2 		$3.66M Buy
12,401
+316
+3% +$81.4K 1.25% 14
2025
Q1 		$3M Buy
12,085
+535
+5% +$131K 1.09% 22
2024
Q4 		$2.54M Buy
11,550
+756
+7% +$168K 0.91% 28
2024
Q3 		$2.39M Buy
10,794
+751
+7% +$147K 0.86% 29
2024
Q2 		$1.74M Buy
10,043
+830
+9% +$144K 0.67% 41
2024
Q1 		$1.76M Buy
9,213
+776
+9% +$142K 0.69% 39
2023
Q4 		$1.38M Buy
8,437
+899
+12% +$136K 0.58% 53
2023
Q3 		$1.06M Buy
7,538
+786
+12% +$112K 0.5% 59
2023
Q2 		$903K Buy
6,752
+540
+9% +$69.7K 0.41% 67
2023
Q1 		$814K Buy
6,212
+1,369
+28% +$183K 0.39% 73
2022
Q4 		$682K Buy
4,843
+1,685
+53% +$232K 0.35% 76
2022
Q3 		$375K Buy
3,158
+687
+28% +$90.2K 0.21% 118
2022
Q2 		$349K Buy
2,471
+509
+26% +$68.7K 0.19% 124
2022
Q1 		$255K Buy
1,962
+40
+2% +$5.22K 0.12% 175
2021
Q4 		$257K Sell
1,922
-62
-3% -$7.78K 0.11% 182
2021
Q3 		$264K Buy
1,984
+221
+13% +$29.5K 0.13% 165
2021
Q2 		$247K Buy
1,763
+14
+0.8% +$1.91K 0.12% 173
2021
Q1 		$223K Buy
1,749
+58
+3% +$6.94K 0.12% 177
2020
Q4 		$203K Sell
1,691
-650
-28% -$75.1K 0.11% 180
2020
Q3 		$272K Buy
2,341
+136
+6% +$16K 0.16% 141
2020
Q2 		$254K Buy
2,205
+30
+1% +$3.48K 0.16% 136
2020
Q1 		$230K Buy
2,175
+13
+0.6% +$1.64K 0.18% 129
2019
Q4 		$277K Sell
2,162
-263
-11% -$34.2K 0.16% 133
2019
Q3 		$337K Buy
2,425
+178
+8% +$24K 0.22% 117
2019
Q2 		$296K Buy
2,247
+155
+7% +$20.4K 0.2% 124
2019
Q1 		$282K Buy
2,092
+33
+2% +$4.21K 0.2% 126
2018
Q4 		$223K Buy
+2,059
New +$247K 0.19% 133

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TFG Advisers's IBM Position: Q2 2025 in Review

TFG Advisers increased its IBM (IBM) stake by 2.6% in Q2 2025, buying an estimated $81.4K and bringing the position to 12,401 shares worth $3.66M. The position accounts for 1.25% of the portfolio, ranked #14.

TFG Advisers first reported a position in IBM in Q4 2018 and has held it in 27 quarters since. 3,402 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • TFG Advisers held 12,401 shares of IBM worth $3.66M as of Q2 2025.
  • TFG Advisers bought 316 IBM shares in Q2 2025, an estimated $81.4K.
  • IBM made up 1.25% of TFG Advisers's portfolio in Q2 2025, its #14 holding.
  • TFG Advisers first reported a position in IBM in Q4 2018 and has held it in 27 quarters since.
  • 3,402 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.