Karpas Strategies’s IBM IBM Stock Holding History

Karpas Strategies’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	$498K	Buy	2,879 +5	+0.2%	+$869	0.16%	85
2024 Q1	$549K	Buy	2,874 +3	+0.1%	+$547	0.17%	79
2023 Q4	$469K	Buy	2,871 +5	+0.2%	+$756	0.16%	80
2023 Q3	$402K	Buy	2,866 +5	+0.2%	+$711	0.15%	83
2023 Q2	$383K	Buy	2,861 +5	+0.2%	+$645	0.13%	90
2023 Q1	$374K	Buy	2,856 +5	+0.2%	+$669	0.13%	92
2022 Q4	$402K	Buy	2,851 +5	+0.2%	+$690	0.14%	88
2022 Q3	$338K	Buy	2,846 +5	+0.2%	+$656	0.13%	91
2022 Q2	$401K	Buy	2,841 +5	+0.2%	+$675	0.14%	91
2022 Q1	$369K	Sell	2,836 -1	-0%	-$130	0.12%	94
2021 Q4	$379K	Sell	2,837 -107	-4%	-$13.4K	0.12%	94
2021 Q3	$355K	Hold	2,944	–	–	0.12%	94
2021 Q2	$413K	Hold	2,944	–	–	0.15%	84
2021 Q1	$375K	Hold	2,944	–	–	0.14%	85
2020 Q4	$354K	Hold	2,944	–	–	0.14%	91
2020 Q3	$343K	Hold	2,944	–	–	0.16%	88
2020 Q2	$340K	Hold	2,944	–	–	0.16%	86
2020 Q1	$312K	Hold	2,944	–	–	0.17%	84
2019 Q4	$377K	Hold	2,944	–	–	0.14%	90
2019 Q3	$409K	Hold	2,944	–	–	0.17%	83
2019 Q2	$388K	Hold	2,944	–	–	0.16%	85
2019 Q1	$397K	Hold	2,944	–	–	0.17%	85
2018 Q4	$320K	Hold	2,944	–	–	0.15%	87
2018 Q3	$426K	Hold	2,944	–	–	0.18%	83
2018 Q2	$393K	Hold	2,944	–	–	0.17%	85
2018 Q1	$432K	Hold	2,944	–	–	0.19%	79
2017 Q4	$432K	Hold	2,944	–	–	0.19%	80
2017 Q3	$408K	Hold	2,944	–	–	0.18%	85
2017 Q2	$433K	Sell	2,944 -53	-2%	-$7.99K	0.2%	79
2017 Q1	$499K	Hold	2,997	–	–	0.23%	75
2016 Q4	$476K	Buy	2,997 +419	+16%	+$63.8K	0.22%	76
2016 Q3	$392K	Hold	2,578	–	–	0.19%	81
2016 Q2	$374K	Sell	2,578 -417	-14%	-$59.7K	0.19%	81
2016 Q1	$434K	Hold	2,995	–	–	0.23%	77
2015 Q4	$394K	Hold	2,995	–	–	0.21%	78
2015 Q3	$415K	Hold	2,995	–	–	0.23%	78
2015 Q2	$466K	Hold	2,995	–	–	0.23%	74
2015 Q1	$460K	Hold	2,995	–	–	0.22%	80
2014 Q4	$459K	Hold	2,995	–	–	0.22%	78
2014 Q3	$543K	Hold	2,995	–	–	0.27%	71
2014 Q2	$519K	Hold	2,995	–	–	0.26%	71
2014 Q1	$551K	Hold	2,995	–	–	0.29%	67
2013 Q4	$537K	Hold	2,995	–	–	0.3%	67
2013 Q3	$530K	Hold	2,995	–	–	0.31%	64
2013 Q2	$547K	Buy	+2,995	New	+$583K	0.34%	63

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Karpas Strategies's IBM Position: Q2 2024 in Review

Karpas Strategies increased its IBM (IBM) stake by 0.17% in Q2 2024, buying an estimated $869 and bringing the position to 2,879 shares worth $498K. The position accounts for 0.16% of the portfolio, ranked #85.

Karpas Strategies first reported a position in IBM in Q2 2013 and has held it in 45 quarters since. The position peaked at $551K in Q1 2014. 2,755 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

Karpas Strategies held 2,879 shares of IBM worth $498K as of Q2 2024.
Karpas Strategies bought 5 IBM shares in Q2 2024, an estimated $869.
IBM made up 0.16% of Karpas Strategies's portfolio in Q2 2024, its #85 holding.
Karpas Strategies first reported a position in IBM in Q2 2013 and has held it in 45 quarters since.
Karpas Strategies's IBM position peaked at $551K in Q1 2014.
2,755 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.