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ETFidea’s IBM IBM Stock Holding History

ETFidea’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 		$409K Hold
1,850
– – 0.13% 85
2024
Q2 		$320K Hold
1,850
– – 0.11% 91
2024
Q1 		$353K Hold
1,850
– – 0.12% 86
2023
Q4 		$303K Buy
1,850
+55
+3% +$8.31K 0.11% 92
2023
Q3 		$252K Buy
1,795
+25
+1% +$3.56K 0.11% 98
2023
Q2 		$237K Sell
1,770
-400
-18% -$51.6K 0.1% 102
2023
Q1 		$284K Hold
2,170
– – 0.12% 90
2022
Q4 		$306K Sell
2,170
-120
-5% -$16.6K 0.14% 85
2022
Q3 		$272K Buy
2,290
+400
+21% +$52.5K 0.14% 83
2022
Q2 		$267K Buy
1,890
+190
+11% +$25.6K 0.13% 91
2022
Q1 		$221K Hold
1,700
– – 0.1% 105
2021
Q4 		$227K Buy
+1,700
New +$213K 0.09% 102

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

ETFidea's IBM Position: Q3 2024 in Review

ETFidea held its IBM (IBM) position steady in Q3 2024 at 1,850 shares worth $409K. The position accounts for 0.13% of the portfolio, ranked #85.

ETFidea first reported a position in IBM in Q4 2021 and has held it in 12 quarters since. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • ETFidea held 1,850 shares of IBM worth $409K as of Q3 2024.
  • ETFidea left its IBM share count unchanged in Q3 2024.
  • IBM made up 0.13% of ETFidea's portfolio in Q3 2024, its #85 holding.
  • ETFidea first reported a position in IBM in Q4 2021 and has held it in 12 quarters since.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.