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Diversified’s IBM IBM Stock Holding History

Diversified’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
Q3 		$1.28M Buy
5,767
+1,586
+38% +$311K 0.14% 64
2024
Q2 		$723K Buy
4,181
+2,616
+167% +$455K 0.09% 89
2024
Q1 		$299K Buy
1,565
+284
+22% +$51.8K 0.04% 125
2023
Q4 		$210K Buy
+1,281
New +$194K 0.05% 151
2021
Q1 		– Sell
-253
Closed -$29K – 193
2020
Q4 		$29K Buy
+253
New +$29.2K 0.02% 221

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 $1.61T 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Diversified's IBM Position: Q3 2024 in Review

Diversified increased its IBM (IBM) stake by 38% in Q3 2024, buying an estimated $311K and bringing the position to 5,767 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #64.

Diversified first reported a position in IBM in Q4 2020 and has held it in 5 quarters since. 2,933 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Diversified held 5,767 shares of IBM worth $1.28M as of Q3 2024.
  • Diversified bought 1,586 IBM shares in Q3 2024, an estimated $311K.
  • IBM made up 0.14% of Diversified's portfolio in Q3 2024, its #64 holding.
  • Diversified first reported a position in IBM in Q4 2020 and has held it in 5 quarters since.
  • 2,933 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.