IBM β€” INTERNATIONAL BUSINESS MACHS

Ownership history in West Tower Group, LLC  Β·  4 quarters on record

This page tracks every 13F SEC filing in which West Tower Group, LLC reported a position in INTERNATIONAL BUSINESS MACHS (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.33% (2025 Q4)
πŸ“Š Avg. % of fund
0.79%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
4

Position Intelligence

West Tower Group, LLC Γ— IBM AI Analytics

πŸ“‰ West Tower Group, LLC underperformed the S&P 500 by –0.4% annually on this IBM position. Average cost basis: $270.94. Maximum drawdown during holding period: –3.6%.

πŸ“ˆ Position Alpha vs SPY
-0.4%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
3 quarters analyzed

πŸ’° Entry Quality
$270.94
+8.7% vs current ($294.53)

Best entry: $242.63 (2025 Q1)  Β·  Worst: $294.53 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–3.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ West Tower Group, LLC has been actively increasing its IBM allocation β€” a bullish signal from insiders.
Currently 1.33% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    IBM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,000 +1,200 +150.0% 1.33% $592K $294.53
2025 Q3 UNCHANGED 800 β€” 0% 0.65% $226K $279.02
2025 Q2 REDUCED 800 -200 -20.0% 0.51% $236K $289.54
2025 Q1 INITIATED 1,000 β€” β€” 0.65% $249K $242.63

🏒 Other funds also holding IBM

As of 2025 Q4 β€” 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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