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Gray Wealth Management’s IBM IBM Stock Holding History

Gray 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
Q4 		$466K Buy
2,119
+313
+17% +$69.7K 0.18% 74
2024
Q3 		$399K Buy
1,806
+9
+0.5% +$1.76K 0.16% 82
2024
Q2 		$311K Buy
1,797
+13
+0.7% +$2.26K 0.13% 90
2024
Q1 		$341K Buy
1,784
+267
+18% +$48.7K 0.15% 86
2023
Q4 		$248K Sell
1,517
-51
-3% -$7.71K 0.12% 103
2023
Q3 		$220K Buy
1,568
+11
+0.7% +$1.56K 0.11% 112
2023
Q2 		$208K Buy
+1,557
New +$201K 0.1% 123
2023
Q1 		– Sell
-1,544
Closed -$217K – 126
2022
Q4 		$217K Buy
+1,544
New +$213K 0.13% 107

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

Gray Wealth Management's IBM Position: Q4 2024 in Review

Gray Wealth Management increased its IBM (IBM) stake by 17% in Q4 2024, buying an estimated $69.7K and bringing the position to 2,119 shares worth $466K. The position accounts for 0.18% of the portfolio, ranked #74.

Gray Wealth Management first reported a position in IBM in Q4 2022 and has held it in 8 quarters since. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Gray Wealth Management held 2,119 shares of IBM worth $466K as of Q4 2024.
  • Gray Wealth Management bought 313 IBM shares in Q4 2024, an estimated $69.7K.
  • IBM made up 0.18% of Gray Wealth Management's portfolio in Q4 2024, its #74 holding.
  • Gray Wealth Management first reported a position in IBM in Q4 2022 and has held it in 8 quarters since.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.