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Idaho Trust Bank’s IBM IBM Stock Holding History

Idaho Trust 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
Q2 		– Sell
-1,254
Closed -$239K – 101
2024
Q1 		$239K Buy
+1,254
New +$229K 0.23% 83

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

Idaho Trust Bank's IBM Position: Q2 2024 in Review

Idaho Trust Bank sold out of IBM (IBM) in Q2 2024, closing a stake of 1,254 shares — an estimated $239K sold.

Idaho Trust Bank first reported a position in IBM in Q1 2024 and held it in 1 quarter. The position peaked at $239K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Idaho Trust Bank reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 1,254 IBM shares in Q2 2024, an estimated $239K.
  • Idaho Trust Bank first reported a position in IBM in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's IBM position peaked at $239K in Q1 2024.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.