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Geller Advisors’s IBM IBM Stock Holding History

Geller 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 		$934K Buy
4,248
+131
+3% +$29.2K 0.06% 70
2024
Q3 		$910K Buy
4,117
+20
+0.5% +$3.92K 0.06% 82
2024
Q2 		$709K Sell
4,097
-1
-0% -$174 0.05% 104
2024
Q1 		$783K Sell
4,098
-223
-5% -$40.7K 0.06% 91
2023
Q4 		$707K Sell
4,321
-218
-5% -$32.9K 0.07% 89
2023
Q3 		$637K Buy
4,539
+216
+5% +$30.7K 0.07% 85
2023
Q2 		$578K Buy
4,323
+935
+28% +$121K 0.07% 94
2023
Q1 		$444K Buy
3,388
+643
+23% +$86K 0.07% 80
2022
Q4 		$387K Sell
2,745
-160
-6% -$22.1K 0.07% 68
2022
Q3 		$345K Buy
2,905
+565
+24% +$74.1K 0.08% 69
2022
Q2 		$330K Sell
2,340
-321
-12% -$43.3K 0.07% 78
2022
Q1 		$346K Buy
2,661
+190
+8% +$24.8K 0.06% 88
2021
Q4 		$330K Sell
2,471
-90
-4% -$11.3K 0.06% 108
2021
Q3 		$340K Buy
2,561
+60
+2% +$8.02K 0.07% 90
2021
Q2 		$350K Sell
2,501
-19
-0.8% -$2.6K 0.08% 78
2021
Q1 		$321K Buy
2,520
+349
+16% +$41.8K 0.08% 75
2020
Q4 		$336K Hold
2,171
– – 0.08% 68
2020
Q3 		$253K Sell
2,171
-716
-25% -$84.3K 0.07% 65
2020
Q2 		$333K Buy
+2,887
New +$335K 0.1% 49
2020
Q1 		– Sell
-1,823
Closed -$234K – 74
2019
Q4 		$234K Buy
+1,823
New +$237K 0.07% 46
2016
Q4 		– Sell
-1,379
Closed -$209K – 27
2016
Q3 		$209K Buy
+1,379
New +$209K 0.12% 25

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geller Advisors's IBM Position: Q4 2024 in Review

Geller Advisors increased its IBM (IBM) stake by 3.2% in Q4 2024, buying an estimated $29.2K and bringing the position to 4,248 shares worth $934K. The position accounts for 0.06% of the portfolio, ranked #70.

Geller Advisors first reported a position in IBM in Q3 2016 and has held it in 21 quarters since. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Geller Advisors held 4,248 shares of IBM worth $934K as of Q4 2024.
  • Geller Advisors bought 131 IBM shares in Q4 2024, an estimated $29.2K.
  • IBM made up 0.06% of Geller Advisors's portfolio in Q4 2024, its #70 holding.
  • Geller Advisors first reported a position in IBM in Q3 2016 and has held it in 21 quarters since.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.