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Carmichael Hill & Associates’s IBM IBM Stock Holding History

Carmichael Hill & Associates’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 		– Hold
0
– – – 387
2024
Q2 		– Hold
0
– – – 399
2024
Q1 		– Hold
0
– – – 383

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

Carmichael Hill & Associates's IBM Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its IBM (IBM) stake by 3.1% in Q3 2024, selling an estimated $28K and leaving 4,441 shares worth $982K. The position accounts for 0.35% of the portfolio, ranked #62.

Carmichael Hill & Associates first reported a position in IBM in Q4 2017 and has held it in 28 quarters since. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Carmichael Hill & Associates held 4,441 shares of IBM worth $982K as of Q3 2024.
  • Carmichael Hill & Associates sold 143 IBM shares in Q3 2024, an estimated $28K.
  • IBM made up 0.35% of Carmichael Hill & Associates's portfolio in Q3 2024, its #62 holding.
  • Carmichael Hill & Associates first reported a position in IBM in Q4 2017 and has held it in 28 quarters since.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.