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Campbell Wealth Management’s IBM IBM Stock Holding History

Campbell 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
Q4 		$1.22M Buy
5,537
+3,839
+226% +$855K 0.11% 24
2024
Q3 		$375K Buy
+1,698
New +$333K 0.03% 44
2024
Q2 		– Sell
-4,994
Closed -$954K – 60
2024
Q1 		$954K Buy
4,994
+3,296
+194% +$601K 0.09% 28
2023
Q4 		$278K Sell
1,698
-3,285
-66% -$496K 0.03% 51
2023
Q3 		$699K Buy
4,983
+1,258
+34% +$179K 0.09% 29
2023
Q2 		$499K Sell
3,725
-485
-12% -$62.6K 0.06% 36
2023
Q1 		$552K Sell
4,210
-77
-2% -$10.3K 0.07% 37
2022
Q4 		$604K Buy
4,287
+4
+0.1% +$552 0.08% 33
2022
Q3 		$509K Buy
4,283
+2,602
+155% +$341K 0.07% 36
2022
Q2 		$237K Sell
1,681
-1,133
-40% -$153K 0.03% 51
2022
Q1 		$366K Sell
2,814
-174
-6% -$22.7K 0.04% 41
2021
Q4 		$399K Sell
2,988
-209
-7% -$26.2K 0.05% 39
2021
Q3 		$425K Sell
3,197
-41
-1% -$5.48K 0.06% 32
2021
Q2 		$454K Sell
3,238
-12
-0.4% -$1.64K 0.06% 30
2021
Q1 		$414K Buy
3,250
+548
+20% +$65.6K 0.06% 33
2020
Q4 		$325K Hold
2,702
– – 0.05% 35
2020
Q3 		$314K Sell
2,702
-52
-2% -$6.12K 0.05% 38
2020
Q2 		$318K Hold
2,754
– – 0.06% 36
2020
Q1 		$292K Buy
2,754
+752
+38% +$95.1K 0.06% 33
2019
Q4 		$256K Buy
2,002
+53
+3% +$6.89K 0.05% 58
2019
Q3 		$271K Sell
1,949
-57
-3% -$7.69K 0.06% 51
2019
Q2 		$265K Sell
2,006
-60
-3% -$7.88K 0.06% 48
2019
Q1 		$279K Buy
2,066
+117
+6% +$14.9K 0.07% 42
2018
Q4 		$212K Buy
+1,949
New +$234K 0.07% 46

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Campbell Wealth Management's IBM Position: Q4 2024 in Review

Campbell Wealth Management increased its IBM (IBM) stake by 226% in Q4 2024, buying an estimated $855K and bringing the position to 5,537 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #24.

Campbell Wealth Management first reported a position in IBM in Q4 2018 and has held it in 24 quarters since. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Campbell Wealth Management held 5,537 shares of IBM worth $1.22M as of Q4 2024.
  • Campbell Wealth Management bought 3,839 IBM shares in Q4 2024, an estimated $855K.
  • IBM made up 0.11% of Campbell Wealth Management's portfolio in Q4 2024, its #24 holding.
  • Campbell Wealth Management first reported a position in IBM in Q4 2018 and has held it in 24 quarters since.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.