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Bourgeon Capital Management’s IBM IBM Stock Holding History

Bourgeon Capital Management’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
-52
Closed -$8.51K – 221
2023
Q4 		$8.51K Buy
52
+50
+2,500% +$7.55K ﹤0.01% 246
2023
Q3 		$281 Hold
2
– – ﹤0.01% 364
2023
Q2 		$268 Hold
2
– – ﹤0.01% 319
2023
Q1 		$263 Hold
2
– – ﹤0.01% 303
2022
Q4 		$282 Hold
2
– – ﹤0.01% 352
2022
Q3 		$0 Hold
2
– – ﹤0.01% 405
2022
Q2 		$0 Hold
2
– – ﹤0.01% 296
2022
Q1 		$0 Hold
2
– – ﹤0.01% 295
2021
Q4 		$0 Buy
+2
New +$251 ﹤0.01% 276
2020
Q3 		– Sell
-52
Closed -$6K – 303
2020
Q2 		$6K Hold
52
– – ﹤0.01% 212
2020
Q1 		$6K Hold
52
– – ﹤0.01% 203
2019
Q4 		$7K Hold
52
– – ﹤0.01% 195
2019
Q3 		$7K Buy
+52
New +$7.01K ﹤0.01% 193

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

Bourgeon Capital Management's IBM Position: Q1 2024 in Review

Bourgeon Capital Management sold out of IBM (IBM) in Q1 2024, closing a stake of 52 shares — an estimated $8.51K sold.

Bourgeon Capital Management first reported a position in IBM in Q3 2019 and held it in 13 quarters. The position peaked at $8.51K in Q4 2023. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Bourgeon Capital Management reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 52 IBM shares in Q1 2024, an estimated $8.51K.
  • Bourgeon Capital Management first reported a position in IBM in Q3 2019 and held it in 13 quarters.
  • Bourgeon Capital Management's IBM position peaked at $8.51K in Q4 2023.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.