FIM
IBM icon

Fernwood Investment Management’s IBM IBM Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-741
Closed -$142K – 409
2024
Q1 		$142K Buy
+741
New +$135K 0.04% 232
2019
Q4 		– Sell
-3,727
Closed -$518K – 174
2019
Q3 		$518K Buy
+3,727
New +$503K 0.26% 99
2017
Q2 		– Sell
-1,351
Closed -$225K – 145
2017
Q1 		$225K Hold
1,351
– – 0.18% 116
2016
Q4 		$214K Sell
1,351
-212
-14% -$32.3K 0.21% 110
2016
Q3 		$237K Buy
1,563
+37
+2% +$5.62K 0.22% 103
2016
Q2 		$221K Buy
+1,526
New +$218K 0.22% 104
2015
Q3 		– Sell
-1,289
Closed -$200K – 120
2015
Q2 		$200K Buy
+1,289
New +$207K 0.16% 109
2014
Q1 		– Sell
-2,354
Closed -$422K – 119
2013
Q4 		$422K Buy
+2,354
New +$406K 0.28% 87

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

Fernwood Investment Management's IBM Position: Q2 2024 in Review

Fernwood Investment Management sold out of IBM (IBM) in Q2 2024, closing a stake of 741 shares — an estimated $142K sold.

Fernwood Investment Management first reported a position in IBM in Q4 2013 and held it in 8 quarters. The position peaked at $518K in Q3 2019. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Fernwood Investment Management reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 741 IBM shares in Q2 2024, an estimated $142K.
  • Fernwood Investment Management first reported a position in IBM in Q4 2013 and held it in 8 quarters.
  • Fernwood Investment Management's IBM position peaked at $518K in Q3 2019.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.