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Williams & Novak’s IBM IBM Stock Holding History

Williams & Novak’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
-2,033
Closed -$574K – 150
2025
Q3 		$574K Buy
+2,033
New +$532K 0.44% 60

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Williams & Novak's IBM Position: Q4 2025 in Review

Williams & Novak sold out of IBM (IBM) in Q4 2025, closing a stake of 2,033 shares — an estimated $574K sold.

Williams & Novak first reported a position in IBM in Q3 2025 and held it in 1 quarter. The position peaked at $574K in Q3 2025. 3,683 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Williams & Novak reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Williams & Novak sold 2,033 IBM shares in Q4 2025, an estimated $574K.
  • Williams & Novak first reported a position in IBM in Q3 2025 and held it in 1 quarter.
  • Williams & Novak's IBM position peaked at $574K in Q3 2025.
  • 3,683 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Williams & Novak's 13F filing for Q4 2025, filed 5 Feb 2026.