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Accuvest Global Advisors’s IBM IBM Stock Holding History

Accuvest Global Advisors’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
Q2 		– Sell
-3,544
Closed -$677K – 61
2024
Q1 		$677K Buy
3,544
+896
+34% +$163K 0.3% 59
2023
Q4 		$433K Sell
2,648
-1,102
-29% -$167K 0.46% 41
2023
Q3 		$526K Sell
3,750
-461
-11% -$65.6K 0.29% 63
2023
Q2 		$563K Buy
4,211
+975
+30% +$126K 0.29% 66
2023
Q1 		$424K Sell
3,236
-6,184
-66% -$827K 0.19% 82
2022
Q4 		$1.33M Buy
+9,420
New +$1.3M 0.44% 53
2020
Q1 		– Sell
-103
Closed -$13K – 63
2019
Q4 		$13K Buy
103
+9
+10% +$1.17K 0.03% 47
2019
Q3 		$13K Sell
94
-2,934
-97% -$396K 0.03% 40
2019
Q2 		$399K Sell
3,028
-608
-17% -$79.9K 0.23% 81
2019
Q1 		$490K Sell
3,636
-263
-7% -$33.5K 0.27% 82
2018
Q4 		$424K Buy
3,899
+269
+7% +$32.3K 0.22% 77
2018
Q3 		$525K Buy
+3,630
New +$507K 0.19% 87

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Accuvest Global Advisors's IBM Position: Q2 2024 in Review

Accuvest Global Advisors sold out of IBM (IBM) in Q2 2024, closing a stake of 3,544 shares — an estimated $677K sold.

Accuvest Global Advisors first reported a position in IBM in Q3 2018 and held it in 12 quarters. The position peaked at $1.33M in Q4 2022. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Accuvest Global Advisors reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 3,544 IBM shares in Q2 2024, an estimated $677K.
  • Accuvest Global Advisors first reported a position in IBM in Q3 2018 and held it in 12 quarters.
  • Accuvest Global Advisors's IBM position peaked at $1.33M in Q4 2022.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.