Twin Focus Capital Partners’s IBM IBM Stock Holding History

Twin Focus Capital Partners’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	–	Sell	-6,000	Closed	-$1.69M	–	188
2025 Q3	$1.69M	Sell	6,000 -1,000	-14%	-$262K	0.22%	62
2025 Q2	$2.06M	Hold	7,000	–	–	0.29%	57
2025 Q1	$1.74M	Hold	7,000	–	–	0.27%	59
2024 Q4	$1.54M	Hold	7,000	–	–	0.23%	65
2024 Q3	$1.55M	Hold	7,000	–	–	0.24%	63
2024 Q2	$1.21M	Hold	7,000	–	–	0.19%	69
2024 Q1	$1.34M	Hold	7,000	–	–	0.25%	64
2023 Q4	$1.14M	Hold	7,000	–	–	0.23%	71
2023 Q3	$982K	Sell	7,000 -643	-8%	-$91.5K	0.22%	68
2023 Q2	$1.02M	Buy	+7,643	New	+$986K	0.21%	72
2020 Q2	–	Sell	-7,230	Closed	-$767K	–	156
2020 Q1	$767K	Buy	+7,230	New	+$914K	0.35%	51
2014 Q2	–	Sell	-1,234	Closed	-$227K	–	91
2014 Q1	$227K	Buy	+1,234	New	+$217K	0.27%	65
2013 Q4	–	Sell	-1,517	Closed	-$269K	–	87
2013 Q3	$269K	Buy	1,517 +242	+19%	+$44K	0.26%	58
2013 Q2	$233K	Buy	+1,275	New	+$248K	0.24%	68

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Twin Focus Capital Partners's IBM Position: Q4 2025 in Review

Twin Focus Capital Partners sold out of IBM (IBM) in Q4 2025, closing a stake of 6,000 shares — an estimated $1.69M sold.

Twin Focus Capital Partners first reported a position in IBM in Q2 2013 and held it in 14 quarters. The position peaked at $2.06M in Q2 2025. 3,684 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

Twin Focus Capital Partners reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
Twin Focus Capital Partners sold 6,000 IBM shares in Q4 2025, an estimated $1.69M.
Twin Focus Capital Partners first reported a position in IBM in Q2 2013 and held it in 14 quarters.
Twin Focus Capital Partners's IBM position peaked at $2.06M in Q2 2025.
3,684 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Twin Focus Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.