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Kelly Financial Services’s IBM IBM Stock Holding History

Kelly Financial Services’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 		– Sell
-266
Closed -$46K – 384
2024
Q2 		$46K Buy
266
+2
+0.8% +$348 0.02% 236
2024
Q1 		$50.5K Sell
264
-79
-23% -$14.4K 0.02% 215
2023
Q4 		$56.1K Buy
343
+2
+0.6% +$302 0.02% 191
2023
Q3 		$47.8K Buy
341
+3
+0.9% +$427 0.02% 189
2023
Q2 		$45.2K Buy
338
+3
+0.9% +$387 0.02% 198
2023
Q1 		$44K Buy
335
+2
+0.6% +$268 0.02% 197
2022
Q4 		$46.9K Buy
333
+3
+0.9% +$414 0.02% 182
2022
Q3 		$39.2K Buy
330
+2
+0.6% +$262 0.02% 178
2022
Q2 		$46.3K Buy
328
+7
+2% +$945 0.02% 170
2022
Q1 		$41.8K Buy
321
+2
+0.6% +$261 0.02% 196
2021
Q4 		$42.6K Sell
319
-12
-4% -$1.5K 0.02% 199
2021
Q3 		$43.9K Buy
331
+3
+0.9% +$401 0.02% 173
2021
Q2 		$46K Buy
328
+3
+0.9% +$410 0.03% 169
2021
Q1 		$41.5K Buy
325
+2
+0.6% +$239 0.03% 145
2020
Q4 		$38.9K Buy
323
+2
+0.6% +$231 0.03% 136
2020
Q3 		$37.3K Sell
321
-179
-36% -$21.1K 0.03% 120
2020
Q2 		$57.8K Sell
500
-100
-17% -$11.6K 0.04% 77
2020
Q1 		$63.7K Buy
600
+110
+22% +$13.9K 0.08% 60
2019
Q4 		$62.8K Sell
490
-339
-41% -$44.1K 0.05% 69
2019
Q3 		$115K Buy
829
+37
+5% +$4.99K 0.1% 43
2019
Q2 		$104K Buy
792
+4
+0.5% +$525 0.09% 46
2019
Q1 		$106K Buy
+788
New +$100K 0.12% 42

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kelly Financial Services's IBM Position: Q3 2024 in Review

Kelly Financial Services sold out of IBM (IBM) in Q3 2024, closing a stake of 266 shares — an estimated $46K sold.

Kelly Financial Services first reported a position in IBM in Q1 2019 and held it in 22 quarters. The position peaked at $115K in Q3 2019. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Kelly Financial Services reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 266 IBM shares in Q3 2024, an estimated $46K.
  • Kelly Financial Services first reported a position in IBM in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's IBM position peaked at $115K in Q3 2019.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.