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Householder Group Estate & Retirement Specialist’s IBM IBM Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-4,199
Closed -$928K – 833
2024
Q3 		$928K Buy
4,199
+259
+7% +$50.8K 0.27% 82
2024
Q2 		$681K Buy
3,940
+356
+10% +$61.9K 0.19% 108
2024
Q1 		$685K Buy
3,584
+666
+23% +$121K 0.2% 101
2023
Q4 		$477K Buy
2,918
+212
+8% +$32K 0.16% 126
2023
Q3 		$380K Buy
+2,706
New +$385K 0.14% 140
2023
Q1 		$125K Buy
+954
New +$128K 0.05% 258
2022
Q4 		– Sell
-821
Closed -$97K – 668
2022
Q3 		$97K Buy
+821
New +$108K 0.04% 280

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

Householder Group Estate & Retirement Specialist's IBM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of IBM (IBM) in Q4 2024, closing a stake of 4,199 shares — an estimated $928K sold.

Householder Group Estate & Retirement Specialist first reported a position in IBM in Q3 2022 and held it in 7 quarters. The position peaked at $928K in Q3 2024. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,199 IBM shares in Q4 2024, an estimated $928K.
  • Householder Group Estate & Retirement Specialist first reported a position in IBM in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's IBM position peaked at $928K in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.