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Virtus ETF Advisers’s IBM IBM Stock Holding History

Virtus ETF Advisers’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
Q3 		– Sell
-930
Closed -$274K – 490
2025
Q2 		$274K Hold
930
– – 0.17% 161
2025
Q1 		$231K Buy
+930
New +$227K 0.15% 190
2018
Q4 		– Sell
-227
Closed -$33K – 346
2018
Q3 		$33K Hold
227
– – ﹤0.01% 233
2018
Q2 		$30K Buy
227
+32
+16% +$4.46K 0.03% 168
2018
Q1 		$29K Buy
+195
New +$29.5K 0.03% 147

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Virtus ETF Advisers's IBM Position: Q3 2025 in Review

Virtus ETF Advisers sold out of IBM (IBM) in Q3 2025, closing a stake of 930 shares — an estimated $274K sold.

Virtus ETF Advisers first reported a position in IBM in Q1 2018 and held it in 5 quarters. The position peaked at $274K in Q2 2025. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.

  • Virtus ETF Advisers reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 930 IBM shares in Q3 2025, an estimated $274K.
  • Virtus ETF Advisers first reported a position in IBM in Q1 2018 and held it in 5 quarters.
  • Virtus ETF Advisers's IBM position peaked at $274K in Q2 2025.
  • 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.

Based on Virtus ETF Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.