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Weiss Asset Management’s IBM IBM Stock Holding History

Weiss 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
Q1 		– Sell
-24,961
Closed -$5.49M – 490
2024
Q4 		$5.49M Buy
+24,961
New +$5.56M 0.1% 189
2024
Q1 		– Sell
-8,443
Closed -$1.38M – 395
2023
Q4 		$1.38M Buy
+8,443
New +$1.28M 0.07% 134
2020
Q1 		– Sell
-1,907
Closed -$244K – 263
2019
Q4 		$244K Hold
1,907
– – 0.02% 231
2019
Q3 		$265K Buy
1,907
+370
+24% +$49.9K 0.02% 217
2019
Q2 		$203K Hold
1,537
– – 0.01% 248
2019
Q1 		$207K Buy
+1,537
New +$196K 0.02% 194

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

Weiss Asset Management's IBM Position: Q1 2025 in Review

Weiss Asset Management sold out of IBM (IBM) in Q1 2025, closing a stake of 24,961 shares — an estimated $5.49M sold.

Weiss Asset Management first reported a position in IBM in Q1 2019 and held it in 6 quarters. The position peaked at $5.49M in Q4 2024. 3,257 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • Weiss Asset Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
  • Weiss Asset Management sold 24,961 IBM shares in Q1 2025, an estimated $5.49M.
  • Weiss Asset Management first reported a position in IBM in Q1 2019 and held it in 6 quarters.
  • Weiss Asset Management's IBM position peaked at $5.49M in Q4 2024.
  • 3,257 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on Weiss Asset Management's 13F filing for Q1 2025, filed 15 May 2025.