FMAEN1
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Fund Management at Engine No 1’s IBM IBM Stock Holding History

Fund Management at Engine No 1’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
2023
Q4 		– Sell
-13,030
Closed -$1.83M – 202
2023
Q3 		$1.83M Buy
13,030
+1,208
+10% +$172K 0.28% 72
2023
Q2 		$1.58M Buy
11,822
+857
+8% +$111K 0.29% 75
2023
Q1 		$1.44M Buy
10,965
+1,011
+10% +$135K 0.29% 77
2022
Q4 		$1.4M Buy
9,954
+1,269
+15% +$175K 0.34% 67
2022
Q3 		$1.03M Sell
8,685
-398
-4% -$52.2K 0.3% 76
2022
Q2 		$1.28M Buy
9,083
+1,491
+20% +$201K 0.34% 73
2022
Q1 		$987K Buy
+7,592
New +$990K 0.25% 94

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fund Management at Engine No 1's IBM Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of IBM (IBM) in Q4 2023, closing a stake of 13,030 shares — an estimated $1.83M sold.

Fund Management at Engine No 1 first reported a position in IBM in Q1 2022 and held it in 7 quarters. The position peaked at $1.83M in Q3 2023. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Fund Management at Engine No 1 reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
  • Fund Management at Engine No 1 sold 13,030 IBM shares in Q4 2023, an estimated $1.83M.
  • Fund Management at Engine No 1 first reported a position in IBM in Q1 2022 and held it in 7 quarters.
  • Fund Management at Engine No 1's IBM position peaked at $1.83M in Q3 2023.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.