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9258 Wealth Management’s IBM IBM Stock Holding History

9258 Wealth Management’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
2024
Q3 		$1.16M Buy
5,237
+212
+4% +$41.6K 0.17% 111
2024
Q2 		$869K Sell
5,025
-128
-2% -$22.2K 0.13% 133
2024
Q1 		$984K Buy
5,153
+2
+0% +$365 0.15% 124
2023
Q4 		$842K Sell
5,151
-95
-2% -$14.4K 0.15% 132
2023
Q3 		$736K Buy
5,246
+2
+0% +$285 0.14% 134
2023
Q2 		$702K Sell
5,244
-297
-5% -$38.3K 0.13% 141
2023
Q1 		$726K Buy
5,541
+47
+0.9% +$6.29K 0.15% 132
2022
Q4 		$774K Sell
5,494
-96
-2% -$13.2K 0.17% 119
2022
Q3 		$664K Buy
5,590
+207
+4% +$27.2K 0.17% 125
2022
Q2 		$760K Buy
5,383
+143
+3% +$19.3K 0.19% 123
2022
Q1 		$681K Buy
5,240
+508
+11% +$66.3K 0.16% 149
2021
Q4 		$633K Sell
4,732
-1,114
-19% -$140K 0.15% 154
2021
Q3 		$777K Sell
5,846
-128
-2% -$17.1K 0.21% 120
2021
Q2 		$837K Buy
5,974
+94
+2% +$12.9K 0.23% 108
2021
Q1 		$749K Buy
5,880
+26
+0.4% +$3.11K 0.22% 115
2020
Q4 		$705K Sell
5,854
-137
-2% -$15.8K 0.23% 114
2020
Q3 		$640K Buy
5,991
+36
+0.6% +$4.24K 0.24% 101
2020
Q2 		$688K Buy
5,955
+98
+2% +$11.4K 0.28% 97
2020
Q1 		$705K Buy
5,857
+534
+10% +$67.5K 0.31% 89
2019
Q4 		$682K Sell
5,323
-45
-0.8% -$5.85K 0.25% 114
2019
Q3 		$746K Sell
5,368
-42
-0.8% -$5.67K 0.58% 57
2019
Q2 		$713K Buy
5,410
+157
+3% +$20.6K 0.57% 56
2019
Q1 		$709K Buy
5,253
+210
+4% +$26.8K 0.6% 54
2018
Q4 		$548K Buy
+5,043
New +$605K 0.53% 64

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

9258 Wealth Management's IBM Position: Q3 2024 in Review

9258 Wealth Management increased its IBM (IBM) stake by 4.2% in Q3 2024, buying an estimated $41.6K and bringing the position to 5,237 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #111.

9258 Wealth Management first reported a position in IBM in Q4 2018 and has held it in 24 quarters since. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • 9258 Wealth Management held 5,237 shares of IBM worth $1.16M as of Q3 2024.
  • 9258 Wealth Management bought 212 IBM shares in Q3 2024, an estimated $41.6K.
  • IBM made up 0.17% of 9258 Wealth Management's portfolio in Q3 2024, its #111 holding.
  • 9258 Wealth Management first reported a position in IBM in Q4 2018 and has held it in 24 quarters since.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.