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BOLTON SECURITIES CORPORATION’s IBM IBM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$3.21M Buy
+12,901
New +$3.16M 0.19% 143

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBM Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in IBM (IBM) in Q1 2025: 12,901 shares worth $3.21M. The stake represents 0.19% of the portfolio and ranks #143 among its holdings.

3,274 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 12,901 shares of IBM worth $3.21M as of Q1 2025.
  • IBM was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • IBM made up 0.19% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #143 holding.
  • 3,274 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.