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Dixon Mitchell Investment Counsel’s IBM IBM Stock Holding History

Dixon Mitchell Investment Counsel’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 		– Sell
-325
Closed -$56.2K – 119
2024
Q2 		$56.2K Sell
325
-100
-24% -$17.4K ﹤0.01% 71
2024
Q1 		$81.2K Buy
+425
New +$77.5K ﹤0.01% 69

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dixon Mitchell Investment Counsel's IBM Position: Q3 2024 in Review

Dixon Mitchell Investment Counsel sold out of IBM (IBM) in Q3 2024, closing a stake of 325 shares — an estimated $56.2K sold.

Dixon Mitchell Investment Counsel first reported a position in IBM in Q1 2024 and held it in 2 quarters. The position peaked at $81.2K in Q1 2024. 2,936 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Dixon Mitchell Investment Counsel reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Dixon Mitchell Investment Counsel sold 325 IBM shares in Q3 2024, an estimated $56.2K.
  • Dixon Mitchell Investment Counsel first reported a position in IBM in Q1 2024 and held it in 2 quarters.
  • Dixon Mitchell Investment Counsel's IBM position peaked at $81.2K in Q1 2024.
  • 2,936 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q3 2024, filed 17 Oct 2024.