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Executive Wealth Group’s IBM IBM Stock Holding History

Executive Wealth 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
Q1 		$280K Buy
+1,500
New +$274K 0.06% 52

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

Executive Wealth Group's IBM Position: Q1 2024 in Review

Executive Wealth Group opened a new position in IBM (IBM) in Q1 2024: 1,500 shares worth $280K. The stake represents 0.06% of the portfolio and ranks #52 among its holdings.

2,806 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Executive Wealth Group held 1,500 shares of IBM worth $280K as of Q1 2024.
  • IBM was a new Executive Wealth Group position in Q1 2024.
  • IBM made up 0.06% of Executive Wealth Group's portfolio in Q1 2024, its #52 holding.
  • 2,806 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.