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Girard Partners’s IBM IBM Stock Holding History

Girard Partners’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
Q2 		$251K Sell
1,452
-11
-0.8% -$1.91K 0.02% 239
2024
Q1 		$279K Buy
1,463
+1
+0.1% +$182 0.03% 232
2023
Q4 		$239K Hold
1,462
– – 0.02% 232
2023
Q3 		$205K Buy
+1,462
New +$208K 0.02% 239
2023
Q1 		– Sell
-1,603
Closed -$226K – 259
2022
Q4 		$226K Buy
+1,603
New +$221K 0.03% 244
2019
Q2 		– Sell
-2,099
Closed -$283K – 236
2019
Q1 		$283K Sell
2,099
-253
-11% -$32.3K 0.05% 195
2018
Q4 		$255K Sell
2,352
-565
-19% -$67.8K 0.05% 203
2018
Q3 		$421K Sell
2,917
-537
-16% -$75K 0.07% 166
2018
Q2 		$461K Sell
3,454
-1,305
-27% -$182K 0.09% 175
2018
Q1 		$698K Buy
4,759
+990
+26% +$150K 0.16% 134
2017
Q4 		$553K Sell
3,769
-273
-7% -$39.7K 0.11% 158
2017
Q3 		$561K Sell
4,042
-113
-3% -$15.7K 0.12% 146
2017
Q2 		$611K Sell
4,155
-1,392
-25% -$210K 0.13% 141
2017
Q1 		$924K Sell
5,547
-302
-5% -$50.6K 0.22% 107
2016
Q4 		$928K Buy
5,849
+31
+0.5% +$4.72K 0.27% 100
2016
Q3 		$883K Buy
5,818
+303
+5% +$46K 0.29% 93
2016
Q2 		$800K Buy
5,515
+376
+7% +$53.8K 0.3% 89
2016
Q1 		$744K Sell
5,139
-1,413
-22% -$180K 0.33% 87
2015
Q4 		$862K Sell
6,552
-470
-7% -$63.1K 0.42% 74
2015
Q3 		$973K Buy
7,022
+2,286
+48% +$338K 0.55% 64
2015
Q2 		$736K Sell
4,736
-1,739
-27% -$280K 0.41% 77
2015
Q1 		$993K Sell
6,475
-3,209
-33% -$487K 0.59% 59
2014
Q4 		$1.49M Sell
9,684
-2,670
-22% -$425K 0.93% 40
2014
Q3 		$2.24M Buy
12,354
+315
+3% +$57.4K 1.5% 16
2014
Q2 		$2.09M Buy
12,039
+321
+3% +$57.8K 1.44% 19
2014
Q1 		$2.16M Sell
11,718
-648
-5% -$114K 1.53% 17
2013
Q4 		$2.22M Buy
+12,366
New +$2.13M 1.76% 14

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Girard Partners's IBM Position: Q2 2024 in Review

Girard Partners reduced its IBM (IBM) stake by 0.75% in Q2 2024, selling an estimated $1.91K and leaving 1,452 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #239.

Girard Partners first reported a position in IBM in Q4 2013 and has held it in 27 quarters since. The position peaked at $2.24M in Q3 2014. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Girard Partners held 1,452 shares of IBM worth $251K as of Q2 2024.
  • Girard Partners sold 11 IBM shares in Q2 2024, an estimated $1.91K.
  • IBM made up 0.02% of Girard Partners's portfolio in Q2 2024, its #239 holding.
  • Girard Partners first reported a position in IBM in Q4 2013 and has held it in 27 quarters since.
  • Girard Partners's IBM position peaked at $2.24M in Q3 2014.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.