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Game Plan Financial Advisors’s IBM IBM Stock Holding History

Game Plan Financial Advisors’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
Q4 		– Sell
-37
Closed -$8.18K – 396
2024
Q3 		$8.18K Hold
37
– – ﹤0.01% 244
2024
Q2 		$6.4K Hold
37
– – ﹤0.01% 254
2024
Q1 		$7.07K Buy
+37
New +$6.75K ﹤0.01% 286

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Game Plan Financial Advisors's IBM Position: Q4 2024 in Review

Game Plan Financial Advisors sold out of IBM (IBM) in Q4 2024, closing a stake of 37 shares — an estimated $8.18K sold.

Game Plan Financial Advisors first reported a position in IBM in Q1 2024 and held it in 3 quarters. The position peaked at $8.18K in Q3 2024. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Game Plan Financial Advisors reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Game Plan Financial Advisors sold 37 IBM shares in Q4 2024, an estimated $8.18K.
  • Game Plan Financial Advisors first reported a position in IBM in Q1 2024 and held it in 3 quarters.
  • Game Plan Financial Advisors's IBM position peaked at $8.18K in Q3 2024.
  • 3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Game Plan Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.