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Dechtman Wealth Management’s IBM IBM Stock Holding History

Dechtman Wealth Management’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
Q4 		$329K Buy
1,496
+4
+0.3% +$891 0.06% 49
2024
Q3 		$330K Buy
1,492
+5
+0.3% +$980 0.07% 47
2024
Q2 		$257K Buy
1,487
+6
+0.4% +$1.04K 0.06% 53
2024
Q1 		$283K Buy
1,481
+105
+8% +$19.2K 0.07% 51
2023
Q4 		$225K Buy
+1,376
New +$208K 0.06% 52

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dechtman Wealth Management's IBM Position: Q4 2024 in Review

Dechtman Wealth Management increased its IBM (IBM) stake by 0.27% in Q4 2024, buying an estimated $891 and bringing the position to 1,496 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #49.

Dechtman Wealth Management first reported a position in IBM in Q4 2023 and has held it in 5 quarters since. The position peaked at $330K in Q3 2024. 3,143 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Dechtman Wealth Management held 1,496 shares of IBM worth $329K as of Q4 2024.
  • Dechtman Wealth Management bought 4 IBM shares in Q4 2024, an estimated $891.
  • IBM made up 0.06% of Dechtman Wealth Management's portfolio in Q4 2024, its #49 holding.
  • Dechtman Wealth Management first reported a position in IBM in Q4 2023 and has held it in 5 quarters since.
  • Dechtman Wealth Management's IBM position peaked at $330K in Q3 2024.
  • 3,143 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.