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Dynamic Technology Lab’s IBM IBM Stock Holding History

Dynamic Technology Lab’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
-2,279
Closed -$394K – 1158
2024
Q2 		$394K Sell
2,279
-3,783
-62% -$657K 0.04% 594
2024
Q1 		$1.16M Buy
+6,062
New +$1.11M 0.12% 278
2023
Q4 		– Sell
-15,130
Closed -$2.12M – 1196
2023
Q3 		$2.12M Buy
+15,130
New +$2.15M 0.21% 80
2023
Q2 		– Sell
-9,440
Closed -$1.24M – 1173
2023
Q1 		$1.24M Buy
+9,440
New +$1.26M 0.11% 311
2020
Q3 		– Sell
-9,469
Closed -$1.09M – 1149
2020
Q2 		$1.09M Buy
+9,469
New +$1.1M 0.16% 178
2020
Q1 		– Sell
-8,437
Closed -$1.08M – 1187
2019
Q4 		$1.08M Buy
+8,437
New +$1.1M 0.17% 152
2019
Q3 		– Sell
-1,643
Closed -$217K – 1095
2019
Q2 		$217K Buy
+1,643
New +$216K 0.04% 782
2018
Q3 		– Sell
-8,685
Closed -$1.16M – 1164
2018
Q2 		$1.16M Buy
+8,685
New +$1.21M 0.17% 159
2017
Q4 		– Sell
-6,192
Closed -$858K – 1147
2017
Q3 		$858K Buy
+6,192
New +$863K 0.14% 214
2017
Q2 		– Sell
-4,836
Closed -$805K – 1158
2017
Q1 		$805K Buy
+4,836
New +$811K 0.19% 115
2015
Q3 		– Sell
-5,619
Closed -$875K – 907
2015
Q2 		$875K Buy
+5,619
New +$903K 0.3% 39
2014
Q3 		– Sell
-1,520
Closed -$263K – 737
2014
Q2 		$263K Buy
+1,520
New +$274K 0.13% 374
2013
Q3 		– Sell
-2,134
Closed -$390K – 523
2013
Q2 		$390K Buy
+2,134
New +$416K 0.41% 56

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
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

Dynamic Technology Lab's IBM Position: Q3 2024 in Review

Dynamic Technology Lab sold out of IBM (IBM) in Q3 2024, closing a stake of 2,279 shares — an estimated $394K sold.

Dynamic Technology Lab first reported a position in IBM in Q2 2013 and held it in 13 quarters. The position peaked at $2.12M in Q3 2023. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Dynamic Technology Lab reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 2,279 IBM shares in Q3 2024, an estimated $394K.
  • Dynamic Technology Lab first reported a position in IBM in Q2 2013 and held it in 13 quarters.
  • Dynamic Technology Lab's IBM position peaked at $2.12M in Q3 2023.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Dynamic Technology Lab's 13F filing for Q3 2024, filed 13 Nov 2024.