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BCWM LLC’s IBM IBM Stock Holding History

BCWM LLC’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
-25,289
Closed -$4.83M – 59
2024
Q1 		$4.83M Sell
25,289
-11,481
-31% -$2.09M 1.66% 28
2023
Q4 		$6.01M Sell
36,770
-430
-1% -$65K 2.04% 20
2023
Q3 		$5.22M Sell
37,200
-499
-1% -$71K 1.91% 21
2023
Q2 		$5.04M Buy
37,699
+1,185
+3% +$153K 1.66% 25
2023
Q1 		$4.79M Buy
36,514
+2,056
+6% +$275K 1.52% 33
2022
Q4 		$4.86M Buy
34,458
+136
+0.4% +$18.8K 1.6% 28
2022
Q3 		$4.08M Buy
34,322
+295
+0.9% +$38.7K 1.48% 28
2022
Q2 		$4.8M Buy
34,027
+3,314
+11% +$447K 1.64% 25
2022
Q1 		$3.99M Buy
30,713
+4,532
+17% +$591K 1.19% 35
2021
Q4 		$3.5M Sell
26,181
-1,854
-7% -$233K 1.03% 40
2021
Q3 		$3.72M Buy
28,035
+376
+1% +$50.3K 1.11% 37
2021
Q2 		$3.88M Buy
27,659
+669
+2% +$91.5K 1.15% 34
2021
Q1 		$3.44M Buy
26,990
+376
+1% +$45K 1.01% 43
2020
Q4 		$3.2M Buy
26,614
+955
+4% +$110K 0.95% 44
2020
Q3 		$2.98M Buy
25,659
+245
+1% +$28.8K 1.01% 36
2020
Q2 		$2.93M Buy
25,414
+1,148
+5% +$133K 1.05% 39
2020
Q1 		$2.57M Buy
24,266
+2,103
+9% +$266K 1.08% 46
2019
Q4 		$2.84M Buy
22,163
+202
+0.9% +$26.3K 1.02% 49
2019
Q3 		$3.05M Sell
21,961
-34
-0.2% -$4.59K 1.23% 37
2019
Q2 		$2.9M Buy
21,995
+304
+1% +$39.9K 1.16% 46
2019
Q1 		$2.93M Buy
21,691
+216
+1% +$27.5K 1.31% 34
2018
Q4 		$23.3M Buy
21,475
+4,246
+25% +$510K 1.11% 44
2018
Q3 		$2.45M Buy
17,229
+80
+0.5% +$11.2K 1.03% 46
2018
Q2 		$2.29M Buy
+17,149
New +$2.39M 1% 49

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

BCWM LLC's IBM Position: Q2 2024 in Review

BCWM LLC sold out of IBM (IBM) in Q2 2024, closing a stake of 25,289 shares — an estimated $4.83M sold.

BCWM LLC first reported a position in IBM in Q2 2018 and held it in 24 quarters. The position peaked at $23.3M in Q4 2018. 2,755 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • BCWM LLC reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
  • BCWM LLC sold 25,289 IBM shares in Q2 2024, an estimated $4.83M.
  • BCWM LLC first reported a position in IBM in Q2 2018 and held it in 24 quarters.
  • BCWM LLC's IBM position peaked at $23.3M in Q4 2018.
  • 2,755 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on BCWM LLC's 13F filing for Q2 2024, filed 9 Aug 2024.