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Hyperion Partners’s IBM IBM Stock Holding History

Hyperion Partners’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 		$437K Sell
1,975
-39
-2% -$7.65K 0.28% 36
2024
Q2 		$348K Buy
2,014
+9
+0.4% +$1.56K 0.25% 43
2024
Q1 		$383K Buy
2,005
+3
+0.1% +$547 0.28% 40
2023
Q4 		$327K Buy
2,002
+3
+0.2% +$453 0.26% 45
2023
Q3 		$281K Buy
1,999
+3
+0.2% +$427 0.24% 51
2023
Q2 		$267K Buy
1,996
+3
+0.2% +$387 0.23% 51
2023
Q1 		$261K Buy
1,993
+4
+0.2% +$535 0.23% 49
2022
Q4 		$280K Buy
+1,989
New +$274K 0.27% 45

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hyperion Partners's IBM Position: Q3 2024 in Review

Hyperion Partners reduced its IBM (IBM) stake by 1.9% in Q3 2024, selling an estimated $7.65K and leaving 1,975 shares worth $437K. The position accounts for 0.28% of the portfolio, ranked #36.

Hyperion Partners first reported a position in IBM in Q4 2022 and has held it in 8 quarters since. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Hyperion Partners held 1,975 shares of IBM worth $437K as of Q3 2024.
  • Hyperion Partners sold 39 IBM shares in Q3 2024, an estimated $7.65K.
  • IBM made up 0.28% of Hyperion Partners's portfolio in Q3 2024, its #36 holding.
  • Hyperion Partners first reported a position in IBM in Q4 2022 and has held it in 8 quarters since.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.