Endowment Wealth Management’s IBM IBM Stock Holding History

Endowment Wealth Management’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	–	Sell	-965	Closed	-$213K	–	143
2024 Q3	$213K	Buy	+965	New	+$189K	0.14%	121

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Endowment Wealth Management's IBM Position: Q4 2024 in Review

Endowment Wealth Management sold out of IBM (IBM) in Q4 2024, closing a stake of 965 shares — an estimated $213K sold.

Endowment Wealth Management first reported a position in IBM in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

Endowment Wealth Management reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
Endowment Wealth Management sold 965 IBM shares in Q4 2024, an estimated $213K.
Endowment Wealth Management first reported a position in IBM in Q3 2024 and held it in 1 quarter.
Endowment Wealth Management's IBM position peaked at $213K in Q3 2024.
3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Endowment Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.