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Arlington Partners’s IBM IBM Stock Holding History

Arlington Partners’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
Q1 		– Sell
-616
Closed -$101K – 145
2023
Q4 		$101K Buy
616
+443
+256% +$66.9K 0.03% 104
2023
Q3 		$24.3K Hold
173
– – 0.01% 171
2023
Q2 		$23.1K Buy
173
+157
+981% +$20.3K ﹤0.01% 380
2023
Q1 		$2.1K Buy
+16
New +$2.14K ﹤0.01% 496
2022
Q3 		– Sell
-403
Closed -$57K – 408
2022
Q2 		$57K Buy
403
+248
+160% +$33.5K 0.02% 231
2022
Q1 		$20K Sell
155
-49
-24% -$6.39K 0.01% 326
2021
Q4 		$27K Buy
204
+42
+26% +$5.27K 0.01% 335
2021
Q3 		$22K Buy
162
+154
+1,925% +$20.6K 0.01% 329
2021
Q2 		$1K Hold
8
– – ﹤0.01% 317
2021
Q1 		$1K Buy
+8
New +$957 ﹤0.01% 382
2020
Q2 		– Sell
-3,925
Closed -$416K – 226
2020
Q1 		$416K Buy
3,925
+1,340
+52% +$169K 0.22% 50
2019
Q4 		$331K Buy
2,585
+645
+33% +$83.8K 0.2% 43
2019
Q3 		$270K Sell
1,940
-13,839
-88% -$1.87M 0.17% 42
2019
Q2 		$2.08M Buy
15,779
+14,067
+822% +$1.85M 0.93% 26
2019
Q1 		$231K Sell
1,712
-8,073
-83% -$1.03M 0.17% 57
2018
Q4 		$1.06M Buy
9,785
+214
+2% +$25.7K 0.69% 29
2018
Q3 		$1.38M Buy
9,571
+110
+1% +$15.4K 0.97% 23
2018
Q2 		$1.26M Buy
9,461
+5,282
+126% +$737K 1.19% 18
2018
Q1 		$613K Buy
4,179
+398
+11% +$60.2K 0.58% 40
2017
Q4 		$555K Buy
+3,781
New +$550K 0.57% 44

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

Arlington Partners's IBM Position: Q1 2024 in Review

Arlington Partners sold out of IBM (IBM) in Q1 2024, closing a stake of 616 shares — an estimated $101K sold.

Arlington Partners first reported a position in IBM in Q4 2017 and held it in 20 quarters. The position peaked at $2.08M in Q2 2019. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Arlington Partners reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Arlington Partners sold 616 IBM shares in Q1 2024, an estimated $101K.
  • Arlington Partners first reported a position in IBM in Q4 2017 and held it in 20 quarters.
  • Arlington Partners's IBM position peaked at $2.08M in Q2 2019.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Arlington Partners's 13F filing for Q1 2024, filed 16 Apr 2024.