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Insight Folios’s IBM IBM Stock Holding History

Insight Folios’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 		$8.48M Buy
38,369
+1,674
+5% +$328K 3.03% 6
2024
Q2 		$6.35M Buy
36,695
+717
+2% +$125K 2.6% 19
2024
Q1 		$6.87M Sell
35,978
-8,598
-19% -$1.57M 2.78% 8
2023
Q4 		$7.29M Buy
44,576
+1,318
+3% +$199K 3.16% 5
2023
Q3 		$6.07M Sell
43,258
-5,332
-11% -$759K 2.97% 10
2023
Q2 		$6.5M Buy
48,590
+2,527
+5% +$326K 2.73% 19
2023
Q1 		$6.04M Buy
46,063
+1,854
+4% +$248K 2.68% 19
2022
Q4 		$6.23M Sell
44,209
-684
-2% -$94.4K 2.81% 16
2022
Q3 		$5.33M Buy
44,893
+3,123
+7% +$410K 2.71% 17
2022
Q2 		$5.9M Buy
41,770
+2,784
+7% +$376K 2.8% 16
2022
Q1 		$5.07M Buy
38,986
+3,150
+9% +$411K 2.26% 29
2021
Q4 		$4.79M Sell
35,836
-187
-0.5% -$23.5K 2.24% 24
2021
Q3 		$4.79M Buy
36,023
+4,344
+14% +$581K 2.63% 18
2021
Q2 		$4.44M Buy
31,679
+1,344
+4% +$184K 2.61% 20
2021
Q1 		$3.87M Buy
30,335
+1,024
+3% +$123K 2.65% 24
2020
Q4 		$3.53M Buy
29,311
+2,180
+8% +$252K 2.62% 20
2020
Q3 		$3.16M Buy
27,131
+796
+3% +$93.7K 2.92% 19
2020
Q2 		$3.04M Sell
26,335
-981
-4% -$114K 2.92% 18
2020
Q1 		$2.9M Buy
27,316
+2,489
+10% +$315K 3.31% 14
2019
Q4 		$3.18M Buy
+24,827
New +$3.23M 2.82% 26

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

Insight Folios's IBM Position: Q3 2024 in Review

Insight Folios increased its IBM (IBM) stake by 4.6% in Q3 2024, buying an estimated $328K and bringing the position to 38,369 shares worth $8.48M. The position accounts for 3.03% of the portfolio, ranked #6.

Insight Folios first reported a position in IBM in Q4 2019 and has held it in 20 quarters since. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Insight Folios held 38,369 shares of IBM worth $8.48M as of Q3 2024.
  • Insight Folios bought 1,674 IBM shares in Q3 2024, an estimated $328K.
  • IBM made up 3.03% of Insight Folios's portfolio in Q3 2024, its #6 holding.
  • Insight Folios first reported a position in IBM in Q4 2019 and has held it in 20 quarters since.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.