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First Trust Investment Solutions’s IBM IBM Stock Holding History

First Trust Investment Solutions’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 		$1.95M Sell
8,835
-2,133
-19% -$418K 0.22% 104
2024
Q2 		$1.9M Buy
10,968
+455
+4% +$79.1K 0.27% 95
2024
Q1 		$2.01M Buy
10,513
+190
+2% +$34.7K 0.35% 70
2023
Q4 		$1.69M Buy
+10,323
New +$1.56M 0.35% 73

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 Trust Investment Solutions's IBM Position: Q3 2024 in Review

First Trust Investment Solutions reduced its IBM (IBM) stake by 19% in Q3 2024, selling an estimated $418K and leaving 8,835 shares worth $1.95M. The position accounts for 0.22% of the portfolio, ranked #104.

First Trust Investment Solutions first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.01M in Q1 2024. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • First Trust Investment Solutions held 8,835 shares of IBM worth $1.95M as of Q3 2024.
  • First Trust Investment Solutions sold 2,133 IBM shares in Q3 2024, an estimated $418K.
  • IBM made up 0.22% of First Trust Investment Solutions's portfolio in Q3 2024, its #104 holding.
  • First Trust Investment Solutions first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's IBM position peaked at $2.01M in Q1 2024.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.