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Brophy Wealth Management’s IBM IBM Stock Holding History

Brophy Wealth 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
Q3 		$559K Buy
+2,526
New +$495K 0.2% 115

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Brophy Wealth Management's IBM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in IBM (IBM) in Q3 2024: 2,526 shares worth $559K. The stake represents 0.2% of the portfolio and ranks #115 among its holdings.

2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Brophy Wealth Management held 2,526 shares of IBM worth $559K as of Q3 2024.
  • IBM was a new Brophy Wealth Management position in Q3 2024.
  • IBM made up 0.2% of Brophy Wealth Management's portfolio in Q3 2024, its #115 holding.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.