Delap Wealth Advisory’s IBM IBM Stock Holding History

Delap Wealth Advisory’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	-1,309	Closed	-$250K	–	203
2024 Q1	$250K	Buy	+1,309	New	+$239K	0.1%	198

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

Delap Wealth Advisory's IBM Position: Q2 2024 in Review

Delap Wealth Advisory sold out of IBM (IBM) in Q2 2024, closing a stake of 1,309 shares — an estimated $250K sold.

Delap Wealth Advisory first reported a position in IBM in Q1 2024 and held it in 1 quarter. The position peaked at $250K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

Delap Wealth Advisory reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,309 IBM shares in Q2 2024, an estimated $250K.
Delap Wealth Advisory first reported a position in IBM in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's IBM position peaked at $250K in Q1 2024.
2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.