Collective Family Office’s IBM IBM Stock Holding History

Collective Family Office’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	-1,360	Closed	-$301K	–	169
2024 Q3	$301K	Sell	1,360 -100	-7%	-$19.6K	0.08%	147
2024 Q2	$253K	Buy	+1,460	New	+$254K	0.07%	158
2023 Q1	–	Sell	-2,984	Closed	-$420K	–	172
2022 Q4	$420K	Sell	2,984 -1,774	-37%	-$245K	0.19%	105
2022 Q3	$565K	Sell	4,758 -171	-3%	-$22.4K	0.28%	89
2022 Q2	$696K	Sell	4,929 -2,753	-36%	-$372K	0.3%	87
2022 Q1	$999K	Buy	7,682 +1,936	+34%	+$252K	0.38%	72
2021 Q4	$768K	Sell	5,746 -430	-7%	-$53.9K	0.3%	90
2021 Q3	$820K	Sell	6,176 -174	-3%	-$23.3K	0.35%	70
2021 Q2	$890K	Buy	6,350 +942	+17%	+$129K	0.38%	70
2021 Q1	$689K	Buy	5,408 +1,831	+51%	+$219K	0.34%	78
2020 Q4	$431K	Buy	+3,577	New	+$413K	0.24%	104

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

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

Bank of America

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

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

Capital World Investors

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