TAM
IBM icon

Tucker Asset Management’s IBM IBM Stock Holding History

Tucker Asset Management’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 		$220K Sell
742
-53
-7% -$15.9K 0.06% 102
2025
Q3 		$224K Sell
795
-9
-1% -$2.36K 0.07% 103
2025
Q2 		$237K Sell
804
-86
-10% -$22.2K 0.08% 90
2025
Q1 		$221K Sell
890
-283
-24% -$69.2K 0.07% 79
2024
Q4 		$258K Sell
1,173
-115
-9% -$25.6K 0.03% 110
2024
Q3 		$285K Buy
1,288
+15
+1% +$2.94K 0.07% 101
2024
Q2 		$220K Sell
1,273
-16
-1% -$2.78K 0.05% 154
2024
Q1 		$246K Buy
1,289
+30
+2% +$5.47K 0.06% 152
2023
Q4 		$206K Hold
1,259
– – 0.05% 142
2023
Q3 		$177K Hold
1,259
– – 0.05% 151
2023
Q2 		$168K Sell
1,259
-9
-0.7% -$1.16K 0.05% 120
2023
Q1 		$166K Buy
1,268
+9
+0.7% +$1.2K 0.05% 94
2022
Q4 		$178K Hold
1,259
– – 0.06% 60
2022
Q3 		$174K Buy
1,259
+38
+3% +$4.99K 0.06% 46
2022
Q2 		$172K Buy
1,221
+414
+51% +$55.9K 0.06% 24
2022
Q1 		$105K Buy
807
+142
+21% +$18.5K 0.03% 43
2021
Q4 		$89K Buy
665
+613
+1,179% +$76.9K 0.03% 52
2021
Q3 		$6.25K Hold
52
– – ﹤0.01% 225
2021
Q2 		$7.33K Hold
52
– – ﹤0.01% 197
2021
Q1 		$6.66K Hold
52
– – ﹤0.01% 202
2020
Q4 		$6.29K Buy
+52
New +$6.01K ﹤0.01% 222

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

Tucker Asset Management's IBM Position: Q4 2025 in Review

Tucker Asset Management reduced its IBM (IBM) stake by 6.7% in Q4 2025, selling an estimated $15.9K and leaving 742 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #102.

Tucker Asset Management first reported a position in IBM in Q4 2020 and has held it in 21 quarters since. The position peaked at $285K in Q3 2024. 3,682 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Tucker Asset Management held 742 shares of IBM worth $220K as of Q4 2025.
  • Tucker Asset Management sold 53 IBM shares in Q4 2025, an estimated $15.9K.
  • IBM made up 0.06% of Tucker Asset Management's portfolio in Q4 2025, its #102 holding.
  • Tucker Asset Management first reported a position in IBM in Q4 2020 and has held it in 21 quarters since.
  • Tucker Asset Management's IBM position peaked at $285K in Q3 2024.
  • 3,682 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.