Clarity Financial’s IBM IBM Stock Holding History

Clarity Financial’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	-996	Closed	-$220K	–	139
2024 Q3	$220K	Buy	+996	New	+$195K	0.03%	144
2021 Q3	–	Sell	-2,206	Closed	-$309K	–	107
2021 Q2	$309K	Buy	2,206 +263	+14%	+$36K	0.06%	90
2021 Q1	$248K	Buy	+1,943	New	+$233K	0.05%	114

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Clarity Financial's IBM Position: Q4 2024 in Review

Clarity Financial sold out of IBM (IBM) in Q4 2024, closing a stake of 996 shares — an estimated $220K sold.

Clarity Financial first reported a position in IBM in Q1 2021 and held it in 3 quarters. The position peaked at $309K in Q2 2021. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

Clarity Financial reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
Clarity Financial sold 996 IBM shares in Q4 2024, an estimated $220K.
Clarity Financial first reported a position in IBM in Q1 2021 and held it in 3 quarters.
Clarity Financial's IBM position peaked at $309K in Q2 2021.
3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Clarity Financial's 13F filing for Q4 2024, filed 23 Jan 2025.