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CIC Wealth’s IBM IBM Stock Holding History

CIC 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
Q3 		$3.09M Buy
13,961
+778
+6% +$153K 0.8% 32
2024
Q2 		$2.28M Buy
13,183
+406
+3% +$70.5K 0.63% 36
2024
Q1 		$2.44M Buy
12,777
+1,539
+14% +$281K 0.71% 32
2023
Q4 		$1.84M Buy
11,238
+3,096
+38% +$468K 0.58% 42
2023
Q3 		$1.14M Buy
8,142
+5,715
+235% +$813K 0.41% 54
2023
Q2 		$325K Buy
2,427
+82
+3% +$10.6K 0.11% 108
2023
Q1 		$307K Sell
2,345
-823
-26% -$110K 0.12% 112
2022
Q4 		$446K Buy
+3,168
New +$437K 0.18% 94

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CIC Wealth's IBM Position: Q3 2024 in Review

CIC Wealth increased its IBM (IBM) stake by 5.9% in Q3 2024, buying an estimated $153K and bringing the position to 13,961 shares worth $3.09M. The position accounts for 0.8% of the portfolio, ranked #32.

CIC Wealth first reported a position in IBM in Q4 2022 and has held it in 8 quarters since. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • CIC Wealth held 13,961 shares of IBM worth $3.09M as of Q3 2024.
  • CIC Wealth bought 778 IBM shares in Q3 2024, an estimated $153K.
  • IBM made up 0.8% of CIC Wealth's portfolio in Q3 2024, its #32 holding.
  • CIC Wealth first reported a position in IBM in Q4 2022 and has held it in 8 quarters since.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.