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Carmel Capital Partners’s IBM IBM Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-109
Closed -$15.3K – 396
2023
Q3 		$15.3K Buy
+109
New +$15.5K 0.01% 389
2023
Q2 		– Sell
-671
Closed -$88K – 448
2023
Q1 		$88K Buy
+671
New +$89.8K 0.05% 203
2022
Q1 		– Sell
-1,555
Closed -$208K – 129
2021
Q4 		$208K Buy
+1,555
New +$195K 0.16% 113

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Carmel Capital Partners's IBM Position: Q4 2023 in Review

Carmel Capital Partners sold out of IBM (IBM) in Q4 2023, closing a stake of 109 shares — an estimated $15.3K sold.

Carmel Capital Partners first reported a position in IBM in Q4 2021 and held it in 3 quarters. The position peaked at $208K in Q4 2021. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Carmel Capital Partners reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 109 IBM shares in Q4 2023, an estimated $15.3K.
  • Carmel Capital Partners first reported a position in IBM in Q4 2021 and held it in 3 quarters.
  • Carmel Capital Partners's IBM position peaked at $208K in Q4 2021.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.