SEC 13F Intelligence

Grassi Investment Management / IBM

Grassi Investment Management’s International Business Machs Position

Does Grassi Investment Management own International Business Machs (IBM)? Yes57.5K shares worth $17M (+1.35% of its 13F portfolio) as of Q2 2025, down from 58.3K shares the prior filed quarter.

Position Value
$17M
Q2 2025
Shares
57.5K
% of Portfolio
+1.35%
Quarters Held
27
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $12MQ2 ’19: $12MQ3 ’19: $13MQ4 ’19: $9MQ4 ’19Q1 ’20: $2MQ2 ’20: $6MQ3 ’20: $6MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ3 ’21: $5MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ3 ’22: $7MQ4 ’22: $8MQ4 ’22Q1 ’23: $8MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ3 ’24: $13MQ4 ’24: $13MQ4 ’24Q1 ’25: $14MQ2 ’25: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202557.5K$17M+1.35%
Q1 202558.3K$14M+1.34%
Q4 202458.6K$13M+1.10%
Q3 202458.8K$13M+1.12%
Q2 202460.1K$10M+0.92%
Q1 202460.1K$11M+1.04%
Q4 202360.1K$10M+1.03%
Q3 202360.1K$8M+0.97%
Q2 202360.1K$8M+0.89%
Q1 202361.4K$8M+1.00%
Q4 202260.1K$8M+1.14%
Q3 202260.1K$7M+1.04%
Q2 202260.0K$8M+1.12%
Q1 202260.1K$8M+0.82%
Q4 202159.0K$8M+0.79%
Q3 202138.8K$5M+0.61%
Q2 202138.8K$6M+0.62%
Q1 202138.8K$5M+0.59%
Q4 202039.2K$5M+0.63%
Q3 202048.2K$6M+0.83%
Q2 202048.2K$6M+0.84%
Q1 202019.3K$2M+0.37%
Q4 201969.4K$9M+1.26%
Q3 201986.4K$13M+1.88%
Q2 201986.5K$12M+1.76%
Q1 201986.6K$12M+1.81%
Q4 201886.2K$10M+1.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of IBM.