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Transcendent Capital Group’s IBM IBM Stock Holding History

Transcendent Capital Group’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
Q1 		– Sell
-154
Closed -$33.9K – 227
2024
Q4 		$33.9K Hold
154
– – 0.02% 231
2024
Q3 		$33.9K Sell
154
-282
-65% -$55.3K 0.02% 240
2024
Q2 		$75.4K Buy
436
+4
+0.9% +$695 0.04% 155
2024
Q1 		$82.6K Sell
432
-7
-2% -$1.28K 0.05% 152
2023
Q4 		$71.9K Buy
+439
New +$66.3K 0.05% 121

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Transcendent Capital Group's IBM Position: Q1 2025 in Review

Transcendent Capital Group sold out of IBM (IBM) in Q1 2025, closing a stake of 154 shares — an estimated $33.9K sold.

Transcendent Capital Group first reported a position in IBM in Q4 2023 and held it in 5 quarters. The position peaked at $82.6K in Q1 2024. 3,266 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Transcendent Capital Group reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 154 IBM shares in Q1 2025, an estimated $33.9K.
  • Transcendent Capital Group first reported a position in IBM in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's IBM position peaked at $82.6K in Q1 2024.
  • 3,266 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.