KC
IBM icon

Kades & Cheifetz’s IBM IBM Stock Holding History

Kades & Cheifetz’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 		$710K Sell
3,230
-2,082
-39% -$464K 0.36% 60
2024
Q3 		$1.17M Sell
5,312
-86
-2% -$16.9K 0.67% 34
2024
Q2 		$933K Buy
5,398
+19
+0.4% +$3.3K 0.59% 41
2024
Q1 		$1.03M Sell
5,379
-19
-0.4% -$3.47K 0.66% 37
2023
Q4 		$883K Sell
5,398
-330
-6% -$49.9K 0.63% 39
2023
Q3 		$804K Buy
5,728
+183
+3% +$26K 0.64% 37
2023
Q2 		$742K Buy
5,545
+9
+0.2% +$1.16K 0.57% 40
2023
Q1 		$726K Sell
5,536
-26
-0.5% -$3.48K 0.57% 39
2022
Q4 		$784K Buy
+5,562
New +$767K 0.66% 35

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

Kades & Cheifetz's IBM Position: Q4 2024 in Review

Kades & Cheifetz reduced its IBM (IBM) stake by 39% in Q4 2024, selling an estimated $464K and leaving 3,230 shares worth $710K. The position accounts for 0.36% of the portfolio, ranked #60.

Kades & Cheifetz first reported a position in IBM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.17M in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Kades & Cheifetz held 3,230 shares of IBM worth $710K as of Q4 2024.
  • Kades & Cheifetz sold 2,082 IBM shares in Q4 2024, an estimated $464K.
  • IBM made up 0.36% of Kades & Cheifetz's portfolio in Q4 2024, its #60 holding.
  • Kades & Cheifetz first reported a position in IBM in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's IBM position peaked at $1.17M in Q3 2024.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.