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Custom Portfolio Group’s IBM IBM Stock Holding History

Custom Portfolio Group’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 		$3.46K Hold
20
– – ﹤0.01% 200
2024
Q1 		$3.82K Hold
20
– – ﹤0.01% 195
2023
Q4 		$3.27K Buy
+20
New +$3.02K ﹤0.01% 196

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Custom Portfolio Group's IBM Position: Q2 2024 in Review

Custom Portfolio Group held its IBM (IBM) position steady in Q2 2024 at 20 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Custom Portfolio Group first reported a position in IBM in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.82K in Q1 2024. 2,757 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Custom Portfolio Group held 20 shares of IBM worth $3.46K as of Q2 2024.
  • Custom Portfolio Group left its IBM share count unchanged in Q2 2024.
  • IBM made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #200 holding.
  • Custom Portfolio Group first reported a position in IBM in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's IBM position peaked at $3.82K in Q1 2024.
  • 2,757 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.