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Halpern Financial’s IBM IBM Stock Holding History

Halpern Financial’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
Q3 		$10.3K Hold
47
– – ﹤0.01% 164
2024
Q2 		$8.13K Sell
47
-51
-52% -$8.86K ﹤0.01% 163
2024
Q1 		$18.7K Hold
98
– – 0.01% 134
2023
Q4 		$15.7K Sell
98
-18
-16% -$2.72K ﹤0.01% 158
2023
Q3 		$16.3K Buy
116
+18
+18% +$2.56K 0.01% 133
2023
Q2 		$13.1K Hold
98
– – ﹤0.01% 135
2023
Q1 		$12.8K Hold
98
– – ﹤0.01% 124
2022
Q4 		$13.8K Hold
98
– – 0.01% 123
2022
Q3 		$11.6K Buy
98
+17
+21% +$2.23K ﹤0.01% 138
2022
Q2 		$11.4K Sell
81
-650
-89% -$87.7K ﹤0.01% 155
2022
Q1 		$95K Hold
731
– – 0.04% 76
2021
Q4 		$97.7K Sell
731
-760
-51% -$95.3K 0.04% 60
2021
Q3 		$198K Sell
1,491
-267
-15% -$35.7K 0.09% 39
2021
Q2 		$246K Hold
1,758
– – 0.12% 29
2021
Q1 		$224K Buy
1,758
+58
+3% +$6.94K 0.11% 29
2020
Q4 		$205K Buy
1,700
+128
+8% +$14.8K 0.11% 30
2020
Q3 		$183K Sell
1,572
-21
-1% -$2.47K 0.11% 30
2020
Q2 		$184K Sell
1,593
-63
-4% -$7.32K 0.12% 27
2020
Q1 		$176K Hold
1,656
– – 0.17% 25
2019
Q4 		$212K Buy
+1,656
New +$215K 0.17% 31

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
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

Halpern Financial's IBM Position: Q3 2024 in Review

Halpern Financial held its IBM (IBM) position steady in Q3 2024 at 47 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #164.

Halpern Financial first reported a position in IBM in Q4 2019 and has held it in 20 quarters since. The position peaked at $246K in Q2 2021. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Halpern Financial held 47 shares of IBM worth $10.3K as of Q3 2024.
  • Halpern Financial left its IBM share count unchanged in Q3 2024.
  • IBM made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #164 holding.
  • Halpern Financial first reported a position in IBM in Q4 2019 and has held it in 20 quarters since.
  • Halpern Financial's IBM position peaked at $246K in Q2 2021.
  • 2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.