CIR
IBM icon

Clear Investment Research’s IBM IBM Stock Holding History

Clear Investment Research’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 		– Sell
-10
Closed -$1.73K – 225
2024
Q2 		$1.73K Hold
10
– – ﹤0.01% 181
2024
Q1 		$1.91K Hold
10
– – ﹤0.01% 190
2023
Q4 		$1.64K Hold
10
– – ﹤0.01% 236
2023
Q3 		$1.4K Hold
10
– – ﹤0.01% 169
2023
Q2 		$1.34K Buy
+10
New +$1.29K ﹤0.01% 172
2019
Q4 		– Sell
-8
Closed -$1K – 228
2019
Q3 		$1K Sell
8
-210
-96% -$28.3K ﹤0.01% 168
2019
Q2 		$29K Hold
218
– – 0.05% 67
2019
Q1 		$29K Hold
218
– – 0.05% 67
2018
Q4 		$24K Hold
218
– – 0.04% 66
2018
Q3 		$31K Buy
+218
New +$30.5K 0.04% 63

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
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

Clear Investment Research's IBM Position: Q3 2024 in Review

Clear Investment Research sold out of IBM (IBM) in Q3 2024, closing a stake of 10 shares — an estimated $1.73K sold.

Clear Investment Research first reported a position in IBM in Q3 2018 and held it in 10 quarters. The position peaked at $31K in Q3 2018. 2,936 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Clear Investment Research reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Clear Investment Research sold 10 IBM shares in Q3 2024, an estimated $1.73K.
  • Clear Investment Research first reported a position in IBM in Q3 2018 and held it in 10 quarters.
  • Clear Investment Research's IBM position peaked at $31K in Q3 2018.
  • 2,936 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Clear Investment Research's 13F filing for Q3 2024, filed 12 Nov 2024.