CCA
IBM icon

Column Capital Advisors’s IBM IBM Stock Holding History

Column Capital Advisors’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
Q3 		$415K Buy
2,961
+416
+16% +$59.2K 0.06% 94
2023
Q2 		$341K Buy
2,545
+15
+0.6% +$1.94K 0.05% 99
2023
Q1 		$332K Sell
2,530
-384
-13% -$51.4K 0.05% 99
2022
Q4 		$411K Buy
2,914
+14
+0.5% +$1.93K 0.07% 77
2022
Q3 		$345K Buy
2,900
+16
+0.6% +$2.1K 0.07% 78
2022
Q2 		$407K Buy
2,884
+15
+0.5% +$2.02K 0.08% 67
2022
Q1 		$373K Buy
2,869
+16
+0.6% +$2.09K 0.07% 83
2021
Q4 		$381K Sell
2,853
-115
-4% -$14.4K 0.07% 86
2021
Q3 		$394K Buy
2,968
+15
+0.5% +$2K 0.08% 79
2021
Q2 		$414K Buy
2,953
+3
+0.1% +$410 0.09% 76
2021
Q1 		$376K Buy
2,950
+3
+0.1% +$359 0.08% 76
2020
Q4 		$355K Sell
2,947
-309
-9% -$35.7K 0.09% 70
2020
Q3 		$379K Sell
3,256
-4
-0.1% -$471 0.12% 58
2020
Q2 		$376K Buy
3,260
+212
+7% +$24.6K 0.13% 55
2020
Q1 		$323K Buy
3,048
+2
+0.1% +$253 0.13% 54
2019
Q4 		$390K Buy
+3,046
New +$396K 0.2% 48

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Column Capital Advisors's IBM Position: Q3 2023 in Review

Column Capital Advisors increased its IBM (IBM) stake by 16% in Q3 2023, buying an estimated $59.2K and bringing the position to 2,961 shares worth $415K. The position accounts for 0.06% of the portfolio, ranked #94.

Column Capital Advisors first reported a position in IBM in Q4 2019 and has held it in 16 quarters since. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • Column Capital Advisors held 2,961 shares of IBM worth $415K as of Q3 2023.
  • Column Capital Advisors bought 416 IBM shares in Q3 2023, an estimated $59.2K.
  • IBM made up 0.06% of Column Capital Advisors's portfolio in Q3 2023, its #94 holding.
  • Column Capital Advisors first reported a position in IBM in Q4 2019 and has held it in 16 quarters since.
  • 2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.