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Edge Capital Group’s IBM IBM Stock Holding History

Edge Capital Group’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 		$5.96M Sell
27,124
-107
-0.4% -$23.8K 0.27% 74
2024
Q3 		$6.02M Buy
27,231
+1,544
+6% +$303K 0.27% 74
2024
Q2 		$4.44M Buy
25,687
+5,098
+25% +$886K 0.22% 95
2024
Q1 		$3.93M Buy
20,589
+1,167
+6% +$213K 0.2% 102
2023
Q4 		$3.18M Buy
19,422
+740
+4% +$112K 0.18% 102
2023
Q3 		$2.62M Sell
18,682
-4,147
-18% -$590K 0.17% 103
2023
Q2 		$3.05M Sell
22,829
-1,180
-5% -$152K 0.18% 108
2023
Q1 		$3.15M Buy
24,009
+8,163
+52% +$1.09M 0.19% 99
2022
Q4 		$2.23M Buy
15,846
+11,311
+249% +$1.56M 0.16% 100
2022
Q3 		$539K Buy
4,535
+33
+0.7% +$4.33K 0.04% 183
2022
Q2 		$636K Buy
4,502
+765
+20% +$103K 0.06% 176
2022
Q1 		$486K Sell
3,737
-826
-18% -$108K 0.03% 202
2021
Q4 		$610K Buy
4,563
+954
+26% +$120K 0.04% 178
2021
Q3 		$479K Sell
3,609
-1,921
-35% -$257K 0.04% 191
2021
Q2 		$775K Sell
5,530
-175
-3% -$23.9K 0.06% 154
2021
Q1 		$727K Sell
5,705
-46,180
-89% -$5.53M 0.06% 152
2020
Q4 		$6.24M Buy
51,885
+2,457
+5% +$284K 0.53% 48
2020
Q3 		$5.75M Buy
49,428
+532
+1% +$62.6K 0.57% 40
2020
Q2 		$5.64M Buy
48,896
+2,872
+6% +$334K 0.59% 41
2020
Q1 		$4.88M Buy
46,024
+40,939
+805% +$5.18M 0.58% 47
2019
Q4 		$652K Sell
5,085
-13
-0.3% -$1.69K 0.06% 151
2019
Q3 		$709K Sell
5,098
-650
-11% -$87.7K 0.07% 144
2019
Q2 		$758K Buy
5,748
+366
+7% +$48.1K 0.07% 142
2019
Q1 		$726K Buy
5,382
+2,612
+94% +$333K 0.07% 147
2018
Q4 		$301K Buy
+2,770
New +$332K 0.03% 199

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Edge Capital Group's IBM Position: Q4 2024 in Review

Edge Capital Group reduced its IBM (IBM) stake by 0.39% in Q4 2024, selling an estimated $23.8K and leaving 27,124 shares worth $5.96M. The position accounts for 0.27% of the portfolio, ranked #74.

Edge Capital Group first reported a position in IBM in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.24M in Q4 2020. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Edge Capital Group held 27,124 shares of IBM worth $5.96M as of Q4 2024.
  • Edge Capital Group sold 107 IBM shares in Q4 2024, an estimated $23.8K.
  • IBM made up 0.27% of Edge Capital Group's portfolio in Q4 2024, its #74 holding.
  • Edge Capital Group first reported a position in IBM in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's IBM position peaked at $6.24M in Q4 2020.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.