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Bromfield Sneider Wealth Advisors’s IBM IBM Stock Holding History

Bromfield Sneider Wealth Advisors’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 		$13.7K Hold
72
– – 0.01% 101
2023
Q4 		$11.8K Hold
72
– – 0.01% 97
2023
Q3 		$10.1K Hold
72
– – 0.01% 95
2023
Q2 		$9.63K Hold
72
– – 0.01% 94
2023
Q1 		$9.44K Hold
72
– – 0.01% 93
2022
Q4 		$10.1K Hold
72
– – 0.01% 90
2022
Q3 		$9K Hold
72
– – 0.01% 86
2022
Q2 		$10K Hold
72
– – 0.01% 86
2022
Q1 		$9K Buy
+72
New +$9.39K 0.01% 99

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's IBM Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its IBM (IBM) position steady in Q1 2024 at 72 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #101.

Bromfield Sneider Wealth Advisors first reported a position in IBM in Q1 2022 and has held it in 9 quarters since. 2,806 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 72 shares of IBM worth $13.7K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its IBM share count unchanged in Q1 2024.
  • IBM made up 0.01% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #101 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in IBM in Q1 2022 and has held it in 9 quarters since.
  • 2,806 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.