ZIG
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Zuckerman Investment Group’s IBM IBM Stock Holding History

Zuckerman Investment Group’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
-6,595
Closed -$1.86M – 156
2025
Q3 		$1.86M Hold
6,595
– – 0.17% 65
2025
Q2 		$1.94M Sell
6,595
-4,176
-39% -$1.08M 0.19% 62
2025
Q1 		$2.68M Buy
10,771
+11
+0.1% +$2.69K 0.29% 53
2024
Q4 		$2.81M Sell
10,760
-1,012
-9% -$225K 0.27% 51
2024
Q3 		$2.6M Buy
11,772
+12
+0.1% +$2.35K 0.27% 52
2024
Q2 		$2.03M Sell
11,760
-100
-0.8% -$17.4K 0.24% 53
2024
Q1 		$2.26M Buy
11,860
+3,022
+34% +$551K 0.26% 49
2023
Q4 		$1.45M Hold
8,838
– – 0.19% 58
2023
Q3 		$1.24M Sell
8,838
-32
-0.4% -$4.55K 0.18% 55
2023
Q2 		$1.19M Hold
8,870
– – 0.17% 55
2023
Q1 		$1.16M Sell
8,870
-3,040
-26% -$407K 0.18% 56
2022
Q4 		$1.68M Buy
11,910
+2,925
+33% +$403K 0.27% 52
2022
Q3 		$1.07M Hold
8,985
– – 0.2% 53
2022
Q2 		$1.27M Hold
8,985
– – 0.23% 53
2022
Q1 		$1.17M Hold
8,985
– – 0.19% 55
2021
Q4 		$1.2M Buy
8,985
+3,980
+80% +$499K 0.19% 58
2021
Q3 		$665K Hold
5,005
– – 0.11% 69
2021
Q2 		$701K Sell
5,005
-2,092
-29% -$286K 0.11% 69
2021
Q1 		$904K Hold
7,097
– – 0.15% 61
2020
Q4 		$854K Buy
7,097
+1,867
+36% +$216K 0.16% 54
2020
Q3 		$608K Buy
5,230
+293
+6% +$34.5K 0.13% 54
2020
Q2 		$570K Buy
4,937
+2,301
+87% +$267K 0.13% 52
2020
Q1 		$280K Buy
+2,636
New +$333K 0.08% 57
2018
Q4 		– Sell
-136,622
Closed -$19.8M – 62
2018
Q3 		$19.8M Buy
136,622
+1,221
+0.9% +$171K 4.3% 8
2018
Q2 		$18.1M Buy
135,401
+4,950
+4% +$690K 4.24% 10
2018
Q1 		$19.1M Buy
130,451
+1,479
+1% +$224K 4.89% 7
2017
Q4 		$18.9M Buy
128,972
+44,491
+53% +$6.47M 4.74% 9
2017
Q3 		$11.7M Buy
84,481
+1,118
+1% +$156K 2.88% 15
2017
Q2 		$12.3M Buy
83,363
+3,533
+4% +$533K 3.28% 12
2017
Q1 		$13.3M Sell
79,830
-11,575
-13% -$1.94M 3.23% 13
2016
Q4 		$14.5M Sell
91,405
-496
-0.5% -$75.6K 3.55% 11
2016
Q3 		$14M Sell
91,901
-302
-0.3% -$45.8K 3.7% 12
2016
Q2 		$13.4M Sell
92,203
-53,266
-37% -$7.62M 3.58% 12
2016
Q1 		$21.1M Sell
145,469
-26,907
-16% -$3.44M 5.65% 5
2015
Q4 		$22.7M Buy
172,376
+18,352
+12% +$2.47M 5.36% 4
2015
Q3 		$21.3M Sell
154,024
-1,395
-0.9% -$206K 5.01% 6
2015
Q2 		$24.2M Buy
155,419
+78,832
+103% +$12.7M 5.4% 6
2015
Q1 		$11.8M Buy
76,587
+74,836
+4,274% +$11.4M 2.5% 16
2014
Q4 		$269K Hold
1,751
– – 0.06% 53
2014
Q3 		$318K Hold
1,751
– – 0.07% 55
2014
Q2 		$303K Hold
1,751
– – 0.07% 43
2014
Q1 		$322K Hold
1,751
– – 0.08% 40
2013
Q4 		$314K Sell
1,751
-156
-8% -$26.9K 0.07% 45
2013
Q3 		$338K Sell
1,907
-245
-11% -$44.5K 0.08% 41
2013
Q2 		$393K Buy
+2,152
New +$419K 0.1% 39

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Zuckerman Investment Group's IBM Position: Q4 2025 in Review

Zuckerman Investment Group sold out of IBM (IBM) in Q4 2025, closing a stake of 6,595 shares — an estimated $1.86M sold.

Zuckerman Investment Group first reported a position in IBM in Q2 2013 and held it in 45 quarters. The position peaked at $24.2M in Q2 2015. 3,697 funds tracked by Wall St. Rank hold IBM as of Q4 2025.

  • Zuckerman Investment Group reported no remaining IBM position as of Q4 2025 after selling out during the quarter.
  • Zuckerman Investment Group sold 6,595 IBM shares in Q4 2025, an estimated $1.86M.
  • Zuckerman Investment Group first reported a position in IBM in Q2 2013 and held it in 45 quarters.
  • Zuckerman Investment Group's IBM position peaked at $24.2M in Q2 2015.
  • 3,697 funds tracked by Wall St. Rank held IBM as of Q4 2025.

Based on Zuckerman Investment Group's 13F filing for Q4 2025, filed 13 Feb 2026.