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Benjamin F. Edwards & Company’s IBM IBM Stock Holding History

Benjamin F. Edwards & Company’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 		$15.1M Buy
87,392
+421
+0.5% +$73.2K 0.27% 110
2024
Q1 		$16.6M Sell
86,971
-3,705
-4% -$676K 0.3% 96
2023
Q4 		$14.8M Buy
90,676
+59,902
+195% +$9.05M 0.3% 98
2023
Q3 		$4.32M Sell
30,774
-4,109
-12% -$585K 0.17% 118
2023
Q2 		$4.67M Buy
34,883
+363
+1% +$46.8K 0.18% 122
2023
Q1 		$4.53M Sell
34,520
-1,737
-5% -$232K 0.19% 121
2022
Q4 		$5.11M Buy
36,257
+787
+2% +$109K 0.23% 104
2022
Q3 		$4.21M Sell
35,470
-328
-0.9% -$43K 0.21% 108
2022
Q2 		$5.05M Buy
35,798
+3,779
+12% +$510K 0.24% 98
2022
Q1 		$4.16M Buy
32,019
+4,492
+16% +$586K 0.19% 121
2021
Q4 		$3.68M Buy
27,527
+1,917
+7% +$240K 0.16% 143
2021
Q3 		$3.4M Sell
25,610
-2,989
-10% -$400K 0.17% 135
2021
Q2 		$4.01M Sell
28,599
-1,284
-4% -$176K 0.2% 116
2021
Q1 		$3.81M Buy
29,883
+1,586
+6% +$190K 0.21% 123
2020
Q4 		$3.4M Sell
28,297
-831
-3% -$96K 0.2% 125
2020
Q3 		$3.39M Sell
29,128
-732
-2% -$86.2K 0.23% 111
2020
Q2 		$3.45M Sell
29,860
-4,731
-14% -$549K 0.25% 100
2020
Q1 		$3.67M Sell
34,591
-396
-1% -$50.1K 0.31% 82
2019
Q4 		$4.48M Buy
34,987
+6,562
+23% +$853K 0.32% 80
2019
Q3 		$3.95M Sell
28,425
-2,072
-7% -$279K 0.31% 77
2019
Q2 		$4.02M Buy
30,497
+2,177
+8% +$286K 0.34% 72
2019
Q1 		$3.82M Buy
28,320
+5,413
+24% +$690K 0.35% 66
2018
Q4 		$2.49M Sell
22,907
-23,996
-51% -$2.88M 0.26% 90
2018
Q3 		$6.78M Sell
46,903
-2,458
-5% -$343K 0.64% 34
2018
Q2 		$6.59M Buy
49,361
+1,702
+4% +$237K 0.65% 29
2018
Q1 		$6.99M Buy
47,659
+1,785
+4% +$270K 0.71% 24
2017
Q4 		$6.73M Buy
45,874
+3,575
+8% +$520K 0.7% 28
2017
Q3 		$5.87M Buy
42,299
+1,563
+4% +$218K 0.71% 27
2017
Q2 		$5.99M Buy
40,736
+1,807
+5% +$272K 0.78% 24
2017
Q1 		$6.48M Buy
38,929
+2,074
+6% +$348K 0.95% 20
2016
Q4 		$5.85M Buy
36,855
+533
+1% +$81.2K 0.96% 24
2016
Q3 		$5.52M Buy
36,322
+415
+1% +$63K 0.98% 22
2016
Q2 		$5.21M Sell
35,907
-1,765
-5% -$253K 1.02% 20
2016
Q1 		$5.45M Buy
37,672
+881
+2% +$113K 1.13% 18
2015
Q4 		$4.84M Buy
36,791
+1,408
+4% +$189K 1.04% 20
2015
Q3 		$4.9M Buy
35,383
+1,458
+4% +$215K 1.07% 18
2015
Q2 		$5.28M Sell
33,925
-139
-0.4% -$22.3K 1.05% 21
2015
Q1 		$5.23M Buy
34,064
+1,539
+5% +$233K 1.1% 19
2014
Q4 		$4.99M Buy
32,525
+253
+0.8% +$40.3K 1.16% 15
2014
Q3 		$5.86M Buy
32,272
+305
+1% +$55.6K 1.46% 9
2014
Q2 		$5.54M Buy
31,967
+379
+1% +$68.2K 1.41% 11
2014
Q1 		$5.81M Buy
31,588
+28,979
+1,111% +$5.1M 1.59% 10
2013
Q4 		$468K Sell
2,609
-21
-0.8% -$3.62K 0.16% 155
2013
Q3 		$466K Sell
2,630
-40
-1% -$7.27K 0.17% 143
2013
Q2 		$488K Buy
+2,670
New +$520K 0.2% 131

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

Benjamin F. Edwards & Company's IBM Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its IBM (IBM) stake by 0.48% in Q2 2024, buying an estimated $73.2K and bringing the position to 87,392 shares worth $15.1M. The position accounts for 0.27% of the portfolio, ranked #110.

Benjamin F. Edwards & Company first reported a position in IBM in Q2 2013 and has held it in 45 quarters since. The position peaked at $16.6M in Q1 2024. 2,755 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Benjamin F. Edwards & Company held 87,392 shares of IBM worth $15.1M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 421 IBM shares in Q2 2024, an estimated $73.2K.
  • IBM made up 0.27% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #110 holding.
  • Benjamin F. Edwards & Company first reported a position in IBM in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's IBM position peaked at $16.6M in Q1 2024.
  • 2,755 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.