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Kiely Wealth Advisory Group’s IBM IBM Stock Holding History

Kiely Wealth Advisory Group’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 		$188K Hold
753
– – 0.12% 64
2024
Q3 		$159K Hold
753
– – 0.1% 70
2024
Q2 		$144K Hold
753
– – 0.08% 59
2024
Q1 		$126K Hold
753
– – 0.07% 61
2023
Q4 		$142K Buy
+753
New +$114K 0.08% 58

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

Kiely Wealth Advisory Group's IBM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its IBM (IBM) position steady in Q4 2024 at 753 shares worth $188K. The position accounts for 0.12% of the portfolio, ranked #64.

Kiely Wealth Advisory Group first reported a position in IBM in Q4 2023 and has held it in 5 quarters since. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Kiely Wealth Advisory Group held 753 shares of IBM worth $188K as of Q4 2024.
  • Kiely Wealth Advisory Group left its IBM share count unchanged in Q4 2024.
  • IBM made up 0.12% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #64 holding.
  • Kiely Wealth Advisory Group first reported a position in IBM in Q4 2023 and has held it in 5 quarters since.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.