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HBC Financial Services’s IBM IBM Stock Holding History

HBC Financial Services’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 		$6K Hold
30
– – ﹤0.01% 127
2024
Q3 		$6K Buy
+30
New +$5.88K ﹤0.01% 127
2020
Q4 		– Sell
-4,263
Closed -$186K – 175
2020
Q3 		$186K Sell
4,263
-780
-15% -$91.8K 0.16% 22
2020
Q2 		$285K Buy
5,043
+4,729
+1,506% +$549K 0.26% 20
2020
Q1 		$31K Buy
314
+105
+50% +$13.3K 0.04% 67
2019
Q4 		$27K Buy
+209
New +$27.2K 0.02% 96

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HBC Financial Services's IBM Position: Q4 2024 in Review

HBC Financial Services held its IBM (IBM) position steady in Q4 2024 at 30 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

HBC Financial Services first reported a position in IBM in Q4 2019 and has held it in 6 quarters since. The position peaked at $285K in Q2 2020. 3,143 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • HBC Financial Services held 30 shares of IBM worth $6K as of Q4 2024.
  • HBC Financial Services left its IBM share count unchanged in Q4 2024.
  • IBM made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #127 holding.
  • HBC Financial Services first reported a position in IBM in Q4 2019 and has held it in 6 quarters since.
  • HBC Financial Services's IBM position peaked at $285K in Q2 2020.
  • 3,143 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.