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Trivant Custom Portfolio Group’s IBM IBM Stock Holding History

Trivant Custom Portfolio 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
Q2 		– Sell
-100
Closed -$24.9K – 145
2025
Q1 		$24.9K Hold
100
– – 0.01% 121
2024
Q4 		$22K Hold
100
– – 0.01% 116
2024
Q3 		$22.1K Hold
100
– – 0.01% 113
2024
Q2 		$17.3K Hold
100
– – 0.01% 135
2024
Q1 		$19.1K Hold
100
– – 0.01% 133
2023
Q4 		$16.4K Hold
100
– – 0.01% 152
2023
Q3 		$14K Hold
100
– – 0.01% 147
2023
Q2 		$13.4K Hold
100
– – 0.01% 164
2023
Q1 		$13.1K Buy
+100
New +$13.4K 0.01% 172

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Trivant Custom Portfolio Group's IBM Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of IBM (IBM) in Q2 2025, closing a stake of 100 shares — an estimated $24.9K sold.

Trivant Custom Portfolio Group first reported a position in IBM in Q1 2023 and held it in 9 quarters. The position peaked at $24.9K in Q1 2025. 3,408 funds tracked by Wall St. Rank hold IBM as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining IBM position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 100 IBM shares in Q2 2025, an estimated $24.9K.
  • Trivant Custom Portfolio Group first reported a position in IBM in Q1 2023 and held it in 9 quarters.
  • Trivant Custom Portfolio Group's IBM position peaked at $24.9K in Q1 2025.
  • 3,408 funds tracked by Wall St. Rank held IBM as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.