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First Personal Financial Services’s IBM IBM Stock Holding History

First Personal Financial Services’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 		$781K Buy
3,531
+127
+4% +$24.9K 0.17% 77
2024
Q2 		$589K Sell
3,404
-25
-0.7% -$4.34K 0.13% 80
2024
Q1 		$655K Sell
3,429
-75
-2% -$13.7K 0.15% 76
2023
Q4 		$573K Sell
3,504
-40
-1% -$6.04K 0.14% 78
2023
Q3 		$497K Buy
3,544
+681
+24% +$96.9K 0.13% 77
2023
Q2 		$383K Hold
2,863
– – 0.1% 86
2023
Q1 		$375K Sell
2,863
-67
-2% -$8.96K 0.1% 86
2022
Q4 		$413K Sell
2,930
-137
-4% -$18.9K 0.11% 84
2022
Q3 		$364K Buy
3,067
+742
+32% +$97.4K 0.11% 89
2022
Q2 		$328K Hold
2,325
– – 0.09% 87
2022
Q1 		$302K Buy
2,325
+38
+2% +$4.96K 0.07% 102
2021
Q4 		$306K Sell
2,287
-550
-19% -$69K 0.07% 104
2021
Q3 		$377K Sell
2,837
-156
-5% -$20.9K 0.09% 94
2021
Q2 		$419K Sell
2,993
-186
-6% -$25.4K 0.11% 88
2021
Q1 		$405K Sell
3,179
-64
-2% -$7.66K 0.11% 84
2020
Q4 		$390K Sell
3,243
-148
-4% -$17.1K 0.11% 87
2020
Q3 		$394K Buy
3,391
+42
+1% +$4.95K 0.13% 81
2020
Q2 		$387K Sell
3,349
-245
-7% -$28.5K 0.13% 81
2020
Q1 		$381K Sell
3,594
-67
-2% -$8.47K 0.15% 83
2019
Q4 		$469K Sell
3,661
-349
-9% -$45.4K 0.15% 86
2019
Q3 		$558K Buy
4,010
+226
+6% +$30.5K 0.17% 84
2019
Q2 		$499K Buy
3,784
+15
+0.4% +$1.97K 0.14% 117
2019
Q1 		$508K Sell
3,769
-17,667
-82% -$2.25M 0.16% 117
2018
Q4 		$2.33M Sell
21,436
-5,575
-21% -$669K 0.8% 45
2018
Q3 		$3.9M Buy
27,011
+157
+0.6% +$21.9K 1.23% 29
2018
Q2 		$3.59M Sell
26,854
-1,055
-4% -$147K 1.2% 29
2018
Q1 		$4.09M Sell
27,909
-6,609
-19% -$1,000K 0.9% 34
2017
Q4 		$5.06M Sell
34,518
-225
-0.6% -$32.7K 0.99% 33
2017
Q3 		$4.82M Buy
34,743
+1,233
+4% +$172K 1.02% 30
2017
Q2 		$4.93M Buy
33,510
+1,680
+5% +$253K 1.08% 30
2017
Q1 		$5.3M Buy
31,830
+378
+1% +$63.4K 1.27% 23
2016
Q4 		$4.99M Buy
31,452
+297
+1% +$45.2K 1.32% 19
2016
Q3 		$4.73M Buy
31,155
+602
+2% +$91.4K 1.38% 20
2016
Q2 		$4.43M Buy
30,553
+3,587
+13% +$513K 1.51% 17
2016
Q1 		$3.9M Buy
26,966
+9,988
+59% +$1.28M 1.93% 11
2015
Q4 		$2.23M Buy
16,978
+892
+6% +$120K 1.26% 26
2015
Q3 		$2.23M Buy
16,086
+1,845
+13% +$272K 1.34% 23
2015
Q2 		$2.21M Buy
14,241
+1,007
+8% +$162K 1.33% 19
2015
Q1 		$2.03M Buy
13,234
+386
+3% +$58.5K 1.23% 22
2014
Q4 		$1.97M Buy
+12,848
New +$2.04M 1.15% 23

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

First Personal Financial Services's IBM Position: Q3 2024 in Review

First Personal Financial Services increased its IBM (IBM) stake by 3.7% in Q3 2024, buying an estimated $24.9K and bringing the position to 3,531 shares worth $781K. The position accounts for 0.17% of the portfolio, ranked #77.

First Personal Financial Services first reported a position in IBM in Q4 2014 and has held it in 40 quarters since. The position peaked at $5.3M in Q1 2017. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • First Personal Financial Services held 3,531 shares of IBM worth $781K as of Q3 2024.
  • First Personal Financial Services bought 127 IBM shares in Q3 2024, an estimated $24.9K.
  • IBM made up 0.17% of First Personal Financial Services's portfolio in Q3 2024, its #77 holding.
  • First Personal Financial Services first reported a position in IBM in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's IBM position peaked at $5.3M in Q1 2017.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.