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	-6,000	Closed	-$1.15M	–	27
2024 Q1	$1.15M	Buy	+6,000	New	+$1.09M	0.12%	28
2023 Q1	–	Sell	-4,000	Closed	-$564K	–	50
2022 Q4	$564K	Buy	+4,000	New	+$552K	0.07%	39
2021 Q3	–	Sell	-5,230	Closed	-$733K	–	48
2021 Q2	$733K	Buy	+5,230	New	+$715K	0.11%	35

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.