Annapolis Financial Services’s IBM IBM Stock Holding History

Annapolis Financial 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	$2.88K	Hold	13	–	–	﹤0.01%	342
2024 Q2	$2.25K	Hold	13	–	–	﹤0.01%	336
2024 Q1	$2.48K	Sell	13 -401	-97%	-$73.2K	﹤0.01%	330
2023 Q4	$67.7K	Hold	414	–	–	0.02%	175
2023 Q3	$58.1K	Hold	414	–	–	0.02%	176
2023 Q2	$55.4K	Hold	414	–	–	0.02%	178
2023 Q1	$54.3K	Hold	414	–	–	0.02%	168
2022 Q4	$58.3K	Sell	414 -263	-39%	-$36.3K	0.02%	165
2022 Q3	$80K	Hold	677	–	–	0.03%	145
2022 Q2	$96K	Hold	677	–	–	0.03%	144
2022 Q1	$88K	Hold	677	–	–	0.03%	156
2021 Q4	$90K	Buy	677 +244	+56%	+$30.6K	0.03%	151
2021 Q3	$58K	Hold	433	–	–	0.02%	158
2021 Q2	$61K	Buy	433 +418	+2,787%	+$57.2K	0.02%	151
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	364
2020 Q4	$2K	Buy	+15	New	+$1.73K	﹤0.01%	364

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Annapolis Financial Services's IBM Position: Q3 2024 in Review

Annapolis Financial Services held its IBM (IBM) position steady in Q3 2024 at 13 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Annapolis Financial Services first reported a position in IBM in Q4 2020 and has held it in 16 quarters since. The position peaked at $96K in Q2 2022. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

Annapolis Financial Services held 13 shares of IBM worth $2.88K as of Q3 2024.
Annapolis Financial Services left its IBM share count unchanged in Q3 2024.
IBM made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #342 holding.
Annapolis Financial Services first reported a position in IBM in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's IBM position peaked at $96K in Q2 2022.
2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.