Cassady Schiller Wealth Management’s IBM IBM Stock Holding History

Cassady Schiller 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	$148K	Buy	674 +47	+7%	+$10.5K	0.05%	134
2024 Q3	$139K	Sell	627 -115	-15%	-$22.5K	0.05%	139
2024 Q2	$128K	Hold	742	–	–	0.05%	140
2024 Q1	$142K	Buy	742 +412	+125%	+$75.2K	0.06%	138
2023 Q4	$54K	Hold	330	–	–	0.03%	195
2023 Q3	$46.3K	Hold	330	–	–	0.03%	199
2023 Q2	$44.2K	Sell	330 -300	-48%	-$38.7K	0.02%	210
2023 Q1	$82.6K	Buy	630 +21	+3%	+$2.81K	0.04%	155
2022 Q4	$85.8K	Buy	+609	New	+$84K	0.05%	140
2022 Q1	–	Sell	-965	Closed	-$129K	–	326
2021 Q4	$129K	Buy	+965	New	+$121K	0.08%	120

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Cassady Schiller Wealth Management's IBM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its IBM (IBM) stake by 7.5% in Q4 2024, buying an estimated $10.5K and bringing the position to 674 shares worth $148K. The position accounts for 0.05% of the portfolio, ranked #134.

Cassady Schiller Wealth Management first reported a position in IBM in Q4 2021 and has held it in 10 quarters since. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

Cassady Schiller Wealth Management held 674 shares of IBM worth $148K as of Q4 2024.
Cassady Schiller Wealth Management bought 47 IBM shares in Q4 2024, an estimated $10.5K.
IBM made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #134 holding.
Cassady Schiller Wealth Management first reported a position in IBM in Q4 2021 and has held it in 10 quarters since.
3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.