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Waratah Capital Advisors’s IBM IBM Stock Holding History

Waratah Capital Advisors’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 		– Sell
-8,702
Closed -$1.91M – 205
2024
Q4 		$1.91M Buy
+8,702
New +$1.94M 0.06% 114
2018
Q4 		– Sell
-6,143
Closed -$888K – 123
2018
Q3 		$888K Buy
+6,143
New +$858K 0.09% 115

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

Waratah Capital Advisors's IBM Position: Q1 2025 in Review

Waratah Capital Advisors sold out of IBM (IBM) in Q1 2025, closing a stake of 8,702 shares — an estimated $1.91M sold.

Waratah Capital Advisors first reported a position in IBM in Q3 2018 and held it in 2 quarters. The position peaked at $1.91M in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Waratah Capital Advisors reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Waratah Capital Advisors sold 8,702 IBM shares in Q1 2025, an estimated $1.91M.
  • Waratah Capital Advisors first reported a position in IBM in Q3 2018 and held it in 2 quarters.
  • Waratah Capital Advisors's IBM position peaked at $1.91M in Q4 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Waratah Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.