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FJ Investments’s IBM IBM Stock Holding History

FJ Investments’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 		– Sell
-23,360
Closed -$3.82M – 193
2023
Q4 		$3.82M Buy
+23,360
New +$3.53M 0.18% 50

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FJ Investments's IBM Position: Q1 2024 in Review

FJ Investments sold out of IBM (IBM) in Q1 2024, closing a stake of 23,360 shares — an estimated $3.82M sold.

FJ Investments first reported a position in IBM in Q4 2023 and held it in 1 quarter. The position peaked at $3.82M in Q4 2023. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • FJ Investments reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • FJ Investments sold 23,360 IBM shares in Q1 2024, an estimated $3.82M.
  • FJ Investments first reported a position in IBM in Q4 2023 and held it in 1 quarter.
  • FJ Investments's IBM position peaked at $3.82M in Q4 2023.
  • 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.