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Criteria Caixa’s IBM IBM Stock Holding History

Criteria Caixa’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
Q2 		– Sell
-207,256
Closed -$39.6M – 28
2024
Q1 		$39.6M Sell
207,256
-48,602
-19% -$8.87M 4.22% 10
2023
Q4 		$41.8M Sell
255,858
-12,520
-5% -$1.89M 4.68% 10
2023
Q3 		$37.7M Sell
268,378
-4,550
-2% -$647K 4.65% 9
2023
Q2 		$36.5M Hold
272,928
– – 4.35% 10
2023
Q1 		$35.8M Hold
272,928
– – 4.24% 9
2022
Q4 		$38.5M Sell
272,928
-11,041
-4% -$1.52M 4.87% 8
2022
Q3 		$33.7M Hold
283,969
– – 4.81% 8
2022
Q2 		$40.1M Sell
283,969
-53,198
-16% -$7.18M 5.3% 7
2022
Q1 		$43.8M Sell
337,167
-1,114
-0.3% -$145K 5.03% 7
2021
Q4 		$45.2M Sell
338,281
-15,561
-4% -$1.95M 5.58% 7
2021
Q3 		$47M Hold
353,842
– – 6.48% 6
2021
Q2 		$49.6M Hold
353,842
– – 7.12% 4
2021
Q1 		$45.1M Buy
353,842
+10,931
+3% +$1.31M 7.17% 5
2020
Q4 		$41.3M Hold
342,911
– – 7.61% 4
2020
Q3 		$39.9M Buy
342,911
+39,016
+13% +$4.59M 9.05% 4
2020
Q2 		$35.1M Buy
303,895
+34,887
+13% +$4.05M 8.84% 4
2020
Q1 		$28.5M Buy
269,008
+38,712
+17% +$4.9M 9.54% 4
2019
Q4 		$29.5M Buy
+230,296
New +$29.9M 9.62% 4

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Criteria Caixa's IBM Position: Q2 2024 in Review

Criteria Caixa sold out of IBM (IBM) in Q2 2024, closing a stake of 207,256 shares — an estimated $39.6M sold.

Criteria Caixa first reported a position in IBM in Q4 2019 and held it in 18 quarters. The position peaked at $49.6M in Q2 2021. 2,755 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Criteria Caixa reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
  • Criteria Caixa sold 207,256 IBM shares in Q2 2024, an estimated $39.6M.
  • Criteria Caixa first reported a position in IBM in Q4 2019 and held it in 18 quarters.
  • Criteria Caixa's IBM position peaked at $49.6M in Q2 2021.
  • 2,755 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Criteria Caixa's 13F filing for Q2 2024, filed 18 Mar 2025.