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Claris Advisors’s IBM IBM Stock Holding History

Claris Advisors’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 		– Sell
-38
Closed -$8.4K – 560
2024
Q3 		$8.4K Buy
+38
New +$7.45K ﹤0.01% 232

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 $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Claris Advisors's IBM Position: Q4 2024 in Review

Claris Advisors sold out of IBM (IBM) in Q4 2024, closing a stake of 38 shares — an estimated $8.4K sold.

Claris Advisors first reported a position in IBM in Q3 2024 and held it in 1 quarter. The position peaked at $8.4K in Q3 2024. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Claris Advisors reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 38 IBM shares in Q4 2024, an estimated $8.4K.
  • Claris Advisors first reported a position in IBM in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's IBM position peaked at $8.4K in Q3 2024.
  • 3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.