Ground Swell Capital’s IBM IBM Stock Holding History

Ground Swell Capital’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
2023 Q4	–	Sell	-1,701	Closed	-$239K	–	90
2023 Q3	$239K	Buy	+1,701	New	+$242K	0.39%	40
2014 Q3	$297K	Buy	1,635 +489	+43%	+$89.1K	0.56%	19
2014 Q2	$199K	Buy	+1,146	New	+$206K	0.39%	23

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Ground Swell Capital's IBM Position: Q4 2023 in Review

Ground Swell Capital sold out of IBM (IBM) in Q4 2023, closing a stake of 1,701 shares — an estimated $239K sold.

Ground Swell Capital first reported a position in IBM in Q2 2014 and held it in 3 quarters. The position peaked at $297K in Q3 2014. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

Ground Swell Capital reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
Ground Swell Capital sold 1,701 IBM shares in Q4 2023, an estimated $239K.
Ground Swell Capital first reported a position in IBM in Q2 2014 and held it in 3 quarters.
Ground Swell Capital's IBM position peaked at $297K in Q3 2014.
2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.