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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
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
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

Collective Family Office's IBM Position: Q4 2024 in Review

Collective Family Office sold out of IBM (IBM) in Q4 2024, closing a stake of 1,360 shares — an estimated $301K sold.

Collective Family Office first reported a position in IBM in Q4 2020 and held it in 11 quarters. The position peaked at $999K in Q1 2022. 3,143 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Collective Family Office reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Collective Family Office sold 1,360 IBM shares in Q4 2024, an estimated $301K.
  • Collective Family Office first reported a position in IBM in Q4 2020 and held it in 11 quarters.
  • Collective Family Office's IBM position peaked at $999K in Q1 2022.
  • 3,143 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Collective Family Office's 13F filing for Q4 2024, filed 8 Jan 2025.