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Buckingham Strategic Wealth’s IBM IBM Stock Holding History

Buckingham Strategic Wealth’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 		$5.05M Buy
29,219
+847
+3% +$147K 0.05% 143
2024
Q1 		$5.42M Buy
28,372
+6,074
+27% +$1.11M 0.06% 141
2023
Q4 		$3.65M Buy
22,298
+607
+3% +$91.7K 0.04% 166
2023
Q3 		$3.04M Buy
21,691
+128
+0.6% +$18.2K 0.04% 174
2023
Q2 		$2.89M Sell
21,563
-1,026
-5% -$132K 0.04% 184
2023
Q1 		$3.18M Hold
22,589
– – 0.06% 143
2022
Q4 		$3.18M Buy
22,589
+411
+2% +$56.7K 0.06% 143
2022
Q3 		$2.63M Sell
22,178
-1,426
-6% -$187K 0.05% 149
2022
Q2 		$3.33M Buy
23,604
+972
+4% +$131K 0.07% 134
2022
Q1 		$2.94M Buy
22,632
+654
+3% +$85.3K 0.06% 144
2021
Q4 		$2.94M Sell
21,978
-1,478
-6% -$185K 0.06% 148
2021
Q3 		$3.12M Buy
23,456
+454
+2% +$60.7K 0.06% 141
2021
Q2 		$3.22M Buy
23,002
+1,253
+6% +$171K 0.08% 136
2021
Q1 		$2.77M Sell
21,749
-4,823
-18% -$577K 0.14% 127
2020
Q4 		$3.2M Buy
26,572
+2,356
+10% +$272K 0.17% 110
2020
Q3 		$2.82M Sell
24,216
-2,432
-9% -$286K 0.22% 88
2020
Q2 		$3.08M Sell
26,648
-7,342
-22% -$853K 0.29% 73
2020
Q1 		$3.6M Buy
33,990
+12,761
+60% +$1.61M 0.35% 61
2019
Q4 		$2.72M Sell
21,229
-537
-2% -$69.8K 0.26% 77
2019
Q3 		$3.03M Buy
21,766
+4,170
+24% +$562K 0.33% 68
2019
Q2 		$2.32M Buy
17,596
+3,994
+29% +$525K 0.25% 79
2019
Q1 		$1.83M Buy
13,602
+583
+4% +$74.3K 0.23% 88
2018
Q4 		$1.42M Sell
13,019
-1,106
-8% -$133K 0.22% 90
2018
Q3 		$2.04M Sell
14,125
-415
-3% -$58K 0.31% 66
2018
Q2 		$1.94M Buy
14,540
+2,260
+18% +$315K 0.31% 70
2018
Q1 		$1.8M Buy
12,280
+719
+6% +$109K 0.35% 60
2017
Q4 		$1.7M Buy
11,561
+4,502
+64% +$655K 0.35% 64
2017
Q3 		$979K Sell
7,059
-177
-2% -$24.7K 0.23% 97
2017
Q2 		$1.06M Buy
7,236
+546
+8% +$82.3K 0.25% 93
2017
Q1 		$1.11M Buy
6,690
+661
+11% +$111K 0.32% 66
2016
Q4 		$957K Sell
6,029
-11
-0.2% -$1.68K 0.31% 67
2016
Q3 		$917K Sell
6,040
-467
-7% -$70.9K 0.31% 64
2016
Q2 		$944K Sell
6,507
-538
-8% -$77K 0.32% 60
2016
Q1 		$1.02M Sell
7,045
-299
-4% -$38.2K 0.34% 62
2015
Q4 		$966K Buy
7,344
+107
+1% +$14.4K 0.32% 57
2015
Q3 		$1M Sell
7,237
-439
-6% -$64.8K 0.35% 54
2015
Q2 		$1.19M Buy
7,676
+1,624
+27% +$261K 0.39% 49
2015
Q1 		$929K Sell
6,052
-347
-5% -$52.6K 0.35% 55
2014
Q4 		$982K Sell
6,399
-412
-6% -$65.5K 0.38% 54
2014
Q3 		$1.24M Buy
6,811
+258
+4% +$47K 0.51% 40
2014
Q2 		$1.14M Sell
6,553
-3,202
-33% -$576K 0.5% 41
2014
Q1 		$1.79M Sell
9,755
-197
-2% -$34.7K 0.83% 23
2013
Q4 		$1.78M Buy
9,952
+550
+6% +$94.8K 0.84% 25
2013
Q3 		$1.67M Sell
9,402
-131
-1% -$23.8K 0.88% 23
2013
Q2 		$1.74M Buy
+9,533
New +$1.86M 0.98% 22

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

Buckingham Strategic Wealth's IBM Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its IBM (IBM) stake by 3% in Q2 2024, buying an estimated $147K and bringing the position to 29,219 shares worth $5.05M. The position accounts for 0.05% of the portfolio, ranked #143.

Buckingham Strategic Wealth first reported a position in IBM in Q2 2013 and has held it in 45 quarters since. The position peaked at $5.42M in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Buckingham Strategic Wealth held 29,219 shares of IBM worth $5.05M as of Q2 2024.
  • Buckingham Strategic Wealth bought 847 IBM shares in Q2 2024, an estimated $147K.
  • IBM made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #143 holding.
  • Buckingham Strategic Wealth first reported a position in IBM in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's IBM position peaked at $5.42M in Q1 2024.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.