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American Planning Services’s IBM IBM Stock Holding History

American Planning Services’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 		$282K Sell
1,276
-115
-8% -$22.5K 0.22% 43
2024
Q2 		$241K Buy
1,391
+117
+9% +$20.3K 0.17% 47
2024
Q1 		$243K Buy
1,274
+1
+0.1% +$182 0.18% 42
2023
Q4 		$208K Buy
+1,273
New +$192K 0.16% 42

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Planning Services's IBM Position: Q3 2024 in Review

American Planning Services reduced its IBM (IBM) stake by 8.3% in Q3 2024, selling an estimated $22.5K and leaving 1,276 shares worth $282K. The position accounts for 0.22% of the portfolio, ranked #43.

American Planning Services first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • American Planning Services held 1,276 shares of IBM worth $282K as of Q3 2024.
  • American Planning Services sold 115 IBM shares in Q3 2024, an estimated $22.5K.
  • IBM made up 0.22% of American Planning Services's portfolio in Q3 2024, its #43 holding.
  • American Planning Services first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.