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Advisory Research’s IBM IBM Stock Holding History

Advisory Research’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
2023
Q4 		– Sell
-2,331
Closed -$327K – 393
2023
Q3 		$327K Buy
+2,331
New +$332K 0.05% 354
2016
Q1 		– Sell
-3,231
Closed -$425K – 269
2015
Q4 		$425K Buy
3,231
+35
+1% +$4.7K 0.01% 243
2015
Q3 		$443K Sell
3,196
-2,459
-43% -$363K 0.01% 261
2015
Q2 		$879K Sell
5,655
-622
-10% -$100K 0.01% 243
2015
Q1 		$963K Buy
6,277
+2,949
+89% +$447K 0.01% 246
2014
Q4 		$511K Sell
3,328
-108,007
-97% -$17.2M 0.01% 301
2014
Q3 		$20.2M Sell
111,335
-5,036
-4% -$917K 0.2% 112
2014
Q2 		$20.2M Buy
116,371
+6,486
+6% +$1.17M 0.19% 115
2014
Q1 		$20.2M Sell
109,885
-8,193
-7% -$1.44M 0.21% 115
2013
Q4 		$21.2M Buy
118,078
+1,627
+1% +$281K 0.22% 113
2013
Q3 		$20.6M Buy
116,451
+3,250
+3% +$591K 0.22% 113
2013
Q2 		$20.7M Buy
+113,201
New +$22M 0.23% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Advisory Research's IBM Position: Q4 2023 in Review

Advisory Research sold out of IBM (IBM) in Q4 2023, closing a stake of 2,331 shares — an estimated $327K sold.

Advisory Research first reported a position in IBM in Q2 2013 and held it in 12 quarters. The position peaked at $21.2M in Q4 2013. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Advisory Research reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 2,331 IBM shares in Q4 2023, an estimated $327K.
  • Advisory Research first reported a position in IBM in Q2 2013 and held it in 12 quarters.
  • Advisory Research's IBM position peaked at $21.2M in Q4 2013.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.