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EMFO LLC’s IBM IBM Stock Holding History

EMFO LLC’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 		$1.71M Hold
9,867
– – 1.53% 18
2024
Q1 		$1.88M Buy
9,867
+10
+0.1% +$1.82K 1.72% 15
2023
Q4 		$1.61M Buy
9,857
+15
+0.2% +$2.27K 1.49% 21
2023
Q3 		$1.38M Sell
9,842
-1,130
-10% -$161K 1.3% 26
2023
Q2 		$1.47M Hold
10,972
– – 1.33% 21
2023
Q1 		$1.44M Sell
10,972
-3,704
-25% -$496K 1.36% 22
2022
Q4 		$2.07M Hold
14,676
– – 2.07% 12
2022
Q3 		$1.74M Hold
14,676
– – 1.66% 12
2022
Q2 		$2.07M Hold
14,676
– – 2.1% 12
2022
Q1 		$1.91M Hold
14,676
– – 1.73% 18
2021
Q4 		$1.96M Sell
14,676
-675
-4% -$84.7K 1.73% 19
2021
Q3 		$2.04M Hold
15,351
– – 1.8% 17
2021
Q2 		$2.15M Buy
+15,351
New +$2.1M 1.88% 13

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EMFO LLC's IBM Position: Q2 2024 in Review

EMFO LLC held its IBM (IBM) position steady in Q2 2024 at 9,867 shares worth $1.71M. The position accounts for 1.53% of the portfolio, ranked #18.

EMFO LLC first reported a position in IBM in Q2 2021 and has held it in 13 quarters since. The position peaked at $2.15M in Q2 2021. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • EMFO LLC held 9,867 shares of IBM worth $1.71M as of Q2 2024.
  • EMFO LLC left its IBM share count unchanged in Q2 2024.
  • IBM made up 1.53% of EMFO LLC's portfolio in Q2 2024, its #18 holding.
  • EMFO LLC first reported a position in IBM in Q2 2021 and has held it in 13 quarters since.
  • EMFO LLC's IBM position peaked at $2.15M in Q2 2021.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.