CC
IBM icon

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
2023
Q2 		– Sell
-11,000
Closed -$1.44M – 47
2023
Q1 		$1.44M Buy
+11,000
New +$1.47M 0.17% 34
2021
Q4 		– Sell
-5,230
Closed -$695K – 44
2021
Q3 		$695K Buy
+5,230
New +$699K 0.1% 40
2021
Q2 		– Sell
-10,460
Closed -$1.33M – 42
2021
Q1 		$1.33M Buy
+10,460
New +$1.25M 0.21% 25
2020
Q4 		– Sell
-5,230
Closed -$608K – 42
2020
Q3 		$608K Hold
5,230
– – 0.14% 32
2020
Q2 		$604K Buy
+5,230
New +$607K 0.15% 26
2020
Q1 		– Sell
-27,196
Closed -$3.49M – 27
2019
Q4 		$3.49M Buy
+27,196
New +$3.53M 1.14% 13

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.