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Gateway Advisory’s IBM IBM Stock Holding History

Gateway Advisory’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 		$5.5M Sell
24,864
-18
-0.1% -$3.53K 0.89% 31
2024
Q2 		$4.3M Buy
24,882
+1,088
+5% +$189K 0.73% 34
2024
Q1 		$4.54M Buy
+23,794
New +$4.34M 0.8% 34
2021
Q4 		– Sell
-1,837
Closed -$244K – 112
2021
Q3 		$244K Sell
1,837
-756
-29% -$101K 0.05% 99
2021
Q2 		$363K Buy
2,593
+817
+46% +$112K 0.08% 78
2021
Q1 		$226K Buy
+1,776
New +$213K 0.06% 75
2020
Q1 		– Sell
-1,572
Closed -$201K – 65
2019
Q4 		$201K Buy
+1,572
New +$204K 0.05% 63

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

Gateway Advisory's IBM Position: Q3 2024 in Review

Gateway Advisory reduced its IBM (IBM) stake by 0.07% in Q3 2024, selling an estimated $3.53K and leaving 24,864 shares worth $5.5M. The position accounts for 0.89% of the portfolio, ranked #31.

Gateway Advisory first reported a position in IBM in Q4 2019 and has held it in 7 quarters since. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Gateway Advisory held 24,864 shares of IBM worth $5.5M as of Q3 2024.
  • Gateway Advisory sold 18 IBM shares in Q3 2024, an estimated $3.53K.
  • IBM made up 0.89% of Gateway Advisory's portfolio in Q3 2024, its #31 holding.
  • Gateway Advisory first reported a position in IBM in Q4 2019 and has held it in 7 quarters since.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.