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Columbia Trust’s IBM IBM Stock Holding History

Columbia Trust’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
2023
Q4 		$307K Buy
1,875
+69
+4% +$10.4K 0.14% 111
2023
Q3 		$253K Buy
1,806
+27
+2% +$3.84K 0.15% 118
2023
Q2 		$238K Buy
1,779
+24
+1% +$3.1K 0.13% 119
2023
Q1 		$230K Buy
1,755
+16
+0.9% +$2.14K 0.13% 121
2022
Q4 		$245K Buy
1,739
+23
+1% +$3.17K 0.14% 125
2022
Q3 		$203K Buy
1,716
+29
+2% +$3.81K 0.11% 130
2022
Q2 		$238K Buy
1,687
+11
+0.7% +$1.49K 0.13% 130
2022
Q1 		$212K Sell
1,676
-141
-8% -$18.4K 0.1% 145
2021
Q4 		$252K Sell
1,817
-84
-4% -$10.5K 0.13% 122
2021
Q3 		$252K Hold
1,901
– – 0.13% 123
2021
Q2 		$267K Buy
1,901
+289
+18% +$39.5K 0.15% 122
2021
Q1 		$205K Buy
+1,612
New +$193K 0.13% 134
2020
Q2 		– Sell
-4,964
Closed -$525K – 130
2020
Q1 		$525K Buy
+4,964
New +$628K 0.57% 54

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Columbia Trust's IBM Position: Q4 2023 in Review

Columbia Trust increased its IBM (IBM) stake by 3.8% in Q4 2023, buying an estimated $10.4K and bringing the position to 1,875 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #111.

Columbia Trust first reported a position in IBM in Q1 2020 and has held it in 13 quarters since. The position peaked at $525K in Q1 2020. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Columbia Trust held 1,875 shares of IBM worth $307K as of Q4 2023.
  • Columbia Trust bought 69 IBM shares in Q4 2023, an estimated $10.4K.
  • IBM made up 0.14% of Columbia Trust's portfolio in Q4 2023, its #111 holding.
  • Columbia Trust first reported a position in IBM in Q1 2020 and has held it in 13 quarters since.
  • Columbia Trust's IBM position peaked at $525K in Q1 2020.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.