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ICA Group Wealth Management’s IBM IBM Stock Holding History

ICA Group Wealth Management’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 		$159K Sell
917
-3,082
-77% -$536K 0.1% 126
2024
Q1 		$764K Buy
3,999
+1,142
+40% +$208K 0.15% 120
2023
Q4 		$467K Buy
2,857
+405
+17% +$61.2K 0.1% 159
2023
Q3 		$344K Buy
2,452
+533
+28% +$75.8K 0.1% 173
2023
Q2 		$257K Sell
1,919
-861
-31% -$111K 0.06% 193
2023
Q1 		$364K Buy
2,780
+363
+15% +$48.6K 0.09% 183
2022
Q4 		$341K Sell
2,417
-1,569
-39% -$216K 0.08% 193
2022
Q3 		$474K Buy
3,986
+219
+6% +$28.7K 0.1% 198
2022
Q2 		$521K Buy
3,767
+9
+0.2% +$1.22K 0.1% 193
2022
Q1 		$537K Buy
+3,758
New +$490K 0.1% 185

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

ICA Group Wealth Management's IBM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its IBM (IBM) stake by 77% in Q2 2024, selling an estimated $536K and leaving 917 shares worth $159K. The position accounts for 0.1% of the portfolio, ranked #126.

ICA Group Wealth Management first reported a position in IBM in Q1 2022 and has held it in 10 quarters since. The position peaked at $764K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • ICA Group Wealth Management held 917 shares of IBM worth $159K as of Q2 2024.
  • ICA Group Wealth Management sold 3,082 IBM shares in Q2 2024, an estimated $536K.
  • IBM made up 0.1% of ICA Group Wealth Management's portfolio in Q2 2024, its #126 holding.
  • ICA Group Wealth Management first reported a position in IBM in Q1 2022 and has held it in 10 quarters since.
  • ICA Group Wealth Management's IBM position peaked at $764K in Q1 2024.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.