IBM — IBM

Ownership history in V-Square Quantitative Management LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which V-Square Quantitative Management LLC reported a position in IBM (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.06% (2025 Q3)
Avg. % of fund
0.58%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,044 -2,170 -9.8% 0.62% $5.9M $294.53
2025 Q3 ADDED 22,214 +1,244 +5.9% 1.06% $6.3M $279.02
2025 Q2 ADDED 20,970 +3,956 +23.3% 0.83% $6.2M $289.54
2025 Q1 ADDED 17,014 +913 +5.7% 0.62% $4.2M $242.63
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBM price (monthly, adj. close)

Other funds also holding IBM

As of 2025 Q4 — sorted by position size

Drexel Morgan & Co. 3Y 7Y 6.48% Green Alpha Advisors, LLC 3Y 5.38% BEDDOW CAPITAL MANAGEMENT INC 3Y 7Y 5.12% Cherry Creek Investment Advisors, Inc. 3Y 4.69% Capital Wealth Planning, LLC 3Y 7Y 4.66% C2C Wealth Management, LLC 3Y 4.62% ABNER HERRMAN & BROCK LLC 3Y 7Y 4.36% SURIENCE PRIVATE WEALTH LLC 3Y 4.33% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 4.17% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 3.98%
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