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Executive Wealth Management’s IBM IBM Stock Holding History

Executive 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 		$290K Buy
+1,319
New +$294K 0.02% 216
2019
Q3 		– Sell
-1,216
Closed -$160K – 425
2019
Q2 		$160K Sell
1,216
-599
-33% -$78.7K 0.02% 175
2019
Q1 		$245K Buy
1,815
+42
+2% +$5.35K 0.04% 135
2018
Q4 		$193K Buy
+1,773
New +$213K 0.03% 148

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

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

Executive Wealth Management opened a new position in IBM (IBM) in Q4 2024: 1,319 shares worth $290K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: Executive Wealth Management previously reported a position in IBM as recently as Q2 2019.

Executive Wealth Management first reported a position in IBM in Q4 2018 and has held it in 4 quarters since. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Executive Wealth Management held 1,319 shares of IBM worth $290K as of Q4 2024.
  • IBM was a new Executive Wealth Management position in Q4 2024.
  • IBM made up 0.02% of Executive Wealth Management's portfolio in Q4 2024, its #216 holding.
  • Executive Wealth Management first reported a position in IBM in Q4 2018 and has held it in 4 quarters since.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

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