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Granite Bay Wealth Management’s IBM IBM Stock Holding History

Granite Bay Wealth Management’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
Q1 		– Sell
-42,210
Closed -$6.38M – 164
2023
Q4 		$6.38M Sell
42,210
-320
-0.8% -$48.4K 0.06% 96
2023
Q3 		$6.05M Buy
+42,530
New +$6.05M 0.06% 102

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Granite Bay Wealth Management's IBM Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of IBM (IBM) in Q1 2024, closing a stake of 42,210 shares — an estimated $6.38M sold.

Granite Bay Wealth Management first reported a position in IBM in Q3 2023 and held it in 2 quarters. The position peaked at $6.38M in Q4 2023. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 42,210 IBM shares in Q1 2024, an estimated $6.38M.
  • Granite Bay Wealth Management first reported a position in IBM in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's IBM position peaked at $6.38M in Q4 2023.
  • 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.