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HTLF Bank’s IBM IBM Stock Holding History

HTLF Bank’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 		$515K Hold
2,341
– – 0.06% 129
2024
Q3 		$518K Sell
2,341
-265
-10% -$52K 0.06% 134
2024
Q2 		$451K Sell
2,606
-300
-10% -$52.1K 0.05% 147
2024
Q1 		$555K Buy
2,906
+9
+0.3% +$1.64K 0.06% 137
2023
Q4 		$474K Buy
+2,897
New +$438K 0.06% 135

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

HTLF Bank's IBM Position: Q4 2024 in Review

HTLF Bank held its IBM (IBM) position steady in Q4 2024 at 2,341 shares worth $515K. The position accounts for 0.06% of the portfolio, ranked #129.

HTLF Bank first reported a position in IBM in Q4 2023 and has held it in 5 quarters since. The position peaked at $555K in Q1 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • HTLF Bank held 2,341 shares of IBM worth $515K as of Q4 2024.
  • HTLF Bank left its IBM share count unchanged in Q4 2024.
  • IBM made up 0.06% of HTLF Bank's portfolio in Q4 2024, its #129 holding.
  • HTLF Bank first reported a position in IBM in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's IBM position peaked at $555K in Q1 2024.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.