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Unigestion Holding’s IBM IBM Stock Holding History

Unigestion Holding’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 		$28.8M Sell
115,974
-9,146
-7% -$2.24M 1.69% 15
2024
Q4 		$27.5M Sell
125,120
-17,267
-12% -$3.85M 1.58% 23
2024
Q3 		$31.5M Sell
142,387
-145,809
-51% -$28.6M 1.52% 27
2024
Q2 		$47.1M Buy
288,196
+143,643
+99% +$25M 2.59% 9
2024
Q1 		$27.6M Sell
144,553
-143,643
-50% -$26.2M 1.35% 29
2023
Q4 		$47.1M Buy
288,196
+75,530
+36% +$11.4M 2.59% 9
2023
Q3 		$29.8M Buy
212,666
+7,793
+4% +$1.11M 1.83% 19
2023
Q2 		$27.5M Buy
204,873
+86,295
+73% +$11.1M 1.59% 22
2023
Q1 		$15.3M Buy
118,578
+22,012
+23% +$2.94M 0.83% 41
2022
Q4 		$13.6M Buy
96,566
+10,254
+12% +$1.41M 0.72% 44
2022
Q3 		$10.5M Sell
86,312
-1,760
-2% -$231K 0.61% 50
2022
Q2 		$12.4M Buy
88,072
+86,327
+4,947% +$11.7M 0.7% 48
2022
Q1 		$227K Buy
+1,745
New +$228K 0.01% 184
2021
Q3 		– Sell
-1,960
Closed -$273K – 216
2021
Q2 		$273K Sell
1,960
-13,249
-87% -$1.81M 0.01% 220
2021
Q1 		$1.94M Buy
15,209
+5,047
+50% +$604K 0.07% 105
2020
Q4 		$1.22M Sell
10,162
-2,556
-20% -$295K 0.04% 127
2020
Q3 		$1.48M Hold
12,718
– – 0.05% 105
2020
Q2 		$1.47M Sell
12,718
-18,647
-59% -$2.17M 0.05% 115
2020
Q1 		$3.33M Buy
+31,365
New +$3.97M 0.12% 96
2019
Q3 		$9.02M Sell
64,872
-47,815
-42% -$6.45M 0.25% 80
2019
Q2 		$14.9M Sell
112,687
-58,944
-34% -$7.74M 0.4% 68
2019
Q1 		$23.2M Sell
171,631
-31,401
-15% -$4M 0.62% 57
2018
Q4 		$22.1M Sell
203,032
-72,240
-26% -$8.67M 0.55% 64
2018
Q3 		$39.8M Sell
275,272
-112,798
-29% -$15.8M 0.84% 41
2018
Q2 		$51.8M Buy
+388,070
New +$54.1M 1.03% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Unigestion Holding's IBM Position: Q1 2025 in Review

Unigestion Holding reduced its IBM (IBM) stake by 7.3% in Q1 2025, selling an estimated $2.24M and leaving 115,974 shares worth $28.8M. The position accounts for 1.69% of the portfolio, ranked #15.

Unigestion Holding first reported a position in IBM in Q2 2018 and has held it in 25 quarters since. The position peaked at $51.8M in Q2 2018. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Unigestion Holding held 115,974 shares of IBM worth $28.8M as of Q1 2025.
  • Unigestion Holding sold 9,146 IBM shares in Q1 2025, an estimated $2.24M.
  • IBM made up 1.69% of Unigestion Holding's portfolio in Q1 2025, its #15 holding.
  • Unigestion Holding first reported a position in IBM in Q2 2018 and has held it in 25 quarters since.
  • Unigestion Holding's IBM position peaked at $51.8M in Q2 2018.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.