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Transatlantique Private Wealth’s IBM IBM Stock Holding History

Transatlantique Private Wealth’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 		$2.29M Buy
7,730
+223
+3% +$66.8K 0.72% 41
2025
Q3 		$2.12M Buy
7,507
+300
+4% +$78.5K 0.69% 41
2025
Q2 		$2.12M Buy
7,207
+134
+2% +$34.5K 0.78% 31
2025
Q1 		$1.76M Buy
7,073
+137
+2% +$33.5K 0.7% 35
2024
Q4 		$1.52M Buy
6,936
+2
+0% +$445 0.58% 44
2024
Q3 		$1.53M Sell
6,934
-1,518
-18% -$298K 0.59% 43
2024
Q2 		$1.44M Sell
8,452
-2,608
-24% -$453K 0.59% 45
2024
Q1 		$2.09M Sell
11,060
-425
-4% -$77.5K 0.91% 25
2023
Q4 		$1.85M Sell
11,485
-104
-0.9% -$15.7K 0.86% 24
2023
Q3 		$1.61M Sell
11,589
-5
-0% -$711 0.86% 28
2023
Q2 		$1.55M Sell
11,594
-4
-0% -$516 0.81% 28
2023
Q1 		$1.5M Sell
11,598
-675
-5% -$90.3K 0.83% 29
2022
Q4 		$1.71M Buy
12,273
+1,408
+13% +$194K 1.03% 20
2022
Q3 		$1.29M Sell
10,865
-48
-0.4% -$6.3K 0.86% 30
2022
Q2 		$1.54M Buy
+10,913
New +$1.47M 1.07% 16

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Transatlantique Private Wealth's IBM Position: Q4 2025 in Review

Transatlantique Private Wealth increased its IBM (IBM) stake by 3% in Q4 2025, buying an estimated $66.8K and bringing the position to 7,730 shares worth $2.29M. The position accounts for 0.72% of the portfolio, ranked #41.

Transatlantique Private Wealth first reported a position in IBM in Q2 2022 and has held it in 15 quarters since. 3,685 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Transatlantique Private Wealth held 7,730 shares of IBM worth $2.29M as of Q4 2025.
  • Transatlantique Private Wealth bought 223 IBM shares in Q4 2025, an estimated $66.8K.
  • IBM made up 0.72% of Transatlantique Private Wealth's portfolio in Q4 2025, its #41 holding.
  • Transatlantique Private Wealth first reported a position in IBM in Q2 2022 and has held it in 15 quarters since.
  • 3,685 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Transatlantique Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.