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Credential Qtrade Securities’s IBM IBM Stock Holding History

Credential Qtrade Securities’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
Q1 		$73.9K Hold
387
– – ﹤0.01% 263
2023
Q4 		$63.3K Buy
+387
New +$58.5K ﹤0.01% 247
2022
Q4 		– Sell
-4,133
Closed -$491K – 374
2022
Q3 		$491K Buy
4,133
+293
+8% +$38.5K 0.04% 165
2022
Q2 		$542K Buy
3,840
+40
+1% +$5.4K 0.04% 170
2022
Q1 		$494K Sell
3,800
-6,614
-64% -$863K 0.03% 186
2021
Q4 		$1.39M Buy
10,414
+1,159
+13% +$145K 0.09% 100
2021
Q3 		$1.23M Buy
9,255
+1,299
+16% +$174K 0.1% 99
2021
Q2 		$1.11M Buy
7,956
+2,291
+40% +$313K 0.09% 111
2021
Q1 		$722K Buy
5,665
+2,819
+99% +$337K 0.07% 132
2020
Q4 		$343K Buy
2,846
+2,801
+6,224% +$324K 0.04% 162
2020
Q3 		$5.23K Hold
45
– – ﹤0.01% 276
2020
Q2 		$5.19K Sell
45
-157
-78% -$18.2K ﹤0.01% 266
2020
Q1 		$21.4K Buy
202
+43
+27% +$5.44K ﹤0.01% 221
2019
Q4 		$20.4K Hold
159
– – ﹤0.01% 244
2019
Q3 		$22.1K Hold
159
– – ﹤0.01% 230
2019
Q2 		$21K Hold
159
– – ﹤0.01% 229
2019
Q1 		$21.4K Hold
159
– – ﹤0.01% 233
2018
Q4 		$17.3K Sell
159
-376
-70% -$45.1K ﹤0.01% 243
2018
Q3 		$77.3K Buy
+535
New +$74.8K 0.02% 217

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Credential Qtrade Securities's IBM Position: Q1 2024 in Review

Credential Qtrade Securities held its IBM (IBM) position steady in Q1 2024 at 387 shares worth $73.9K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Credential Qtrade Securities first reported a position in IBM in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.39M in Q4 2021. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Credential Qtrade Securities held 387 shares of IBM worth $73.9K as of Q1 2024.
  • Credential Qtrade Securities left its IBM share count unchanged in Q1 2024.
  • IBM made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #263 holding.
  • Credential Qtrade Securities first reported a position in IBM in Q3 2018 and has held it in 19 quarters since.
  • Credential Qtrade Securities's IBM position peaked at $1.39M in Q4 2021.
  • 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.