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HoyleCohen’s IBM IBM Stock Holding History

HoyleCohen’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
Q2 		$969K Sell
5,606
-109
-2% -$18.9K 0.07% 144
2024
Q1 		$1.09M Sell
5,715
-82
-1% -$15K 0.08% 143
2023
Q4 		$948K Buy
5,797
+104
+2% +$15.7K 0.08% 148
2023
Q3 		$799K Sell
5,693
-827
-13% -$118K 0.07% 151
2023
Q2 		$872K Buy
6,520
+127
+2% +$16.4K 0.08% 147
2023
Q1 		$838K Buy
6,393
+812
+15% +$109K 0.08% 145
2022
Q4 		$786K Buy
5,581
+2
+0% +$276 0.08% 153
2022
Q3 		$663K Buy
5,579
+102
+2% +$13.4K 0.07% 154
2022
Q2 		$773K Buy
5,477
+103
+2% +$13.9K 0.08% 150
2022
Q1 		$699K Buy
5,374
+286
+6% +$37.3K 0.06% 168
2021
Q4 		$680K Buy
5,088
+1,148
+29% +$144K 0.06% 175
2021
Q3 		$523K Hold
3,940
– – 0.05% 180
2021
Q2 		$552 Sell
3,940
-126
-3% -$17.2K 0.04% 174
2021
Q1 		$518K Buy
4,066
+1,896
+87% +$227K 0.05% 172
2020
Q4 		$261K Sell
2,170
-620
-22% -$71.7K 0.03% 203
2020
Q3 		$324K Sell
2,790
-52
-2% -$6.12K 0.05% 167
2020
Q2 		$328K Sell
2,842
-1,119
-28% -$130K 0.05% 150
2020
Q1 		$420K Buy
3,961
+94
+2% +$11.9K 0.08% 131
2019
Q4 		$496K Sell
3,867
-366
-9% -$47.6K 0.08% 138
2019
Q3 		$589K Buy
4,233
+251
+6% +$33.9K 0.1% 135
2019
Q2 		$525K Hold
3,982
– – 0.09% 135
2019
Q1 		$537K Buy
3,982
+998
+33% +$127K 0.09% 129
2018
Q4 		$324K Sell
2,984
-2,845
-49% -$341K 0.07% 138
2018
Q3 		$843K Buy
5,829
+177
+3% +$24.7K 0.16% 102
2018
Q2 		$755K Buy
5,652
+3,123
+123% +$436K 0.15% 102
2018
Q1 		$343K Sell
2,529
-801
-24% -$121K 0.07% 130
2017
Q4 		$489K Buy
+3,330
New +$484K 0.1% 116

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HoyleCohen's IBM Position: Q2 2024 in Review

HoyleCohen reduced its IBM (IBM) stake by 1.9% in Q2 2024, selling an estimated $18.9K and leaving 5,606 shares worth $969K. The position accounts for 0.07% of the portfolio, ranked #144.

HoyleCohen first reported a position in IBM in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.09M in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • HoyleCohen held 5,606 shares of IBM worth $969K as of Q2 2024.
  • HoyleCohen sold 109 IBM shares in Q2 2024, an estimated $18.9K.
  • IBM made up 0.07% of HoyleCohen's portfolio in Q2 2024, its #144 holding.
  • HoyleCohen first reported a position in IBM in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's IBM position peaked at $1.09M in Q1 2024.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.