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Kolinsky Wealth Management’s IBM IBM Stock Holding History

Kolinsky Wealth Management’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 		$743K Buy
3,379
+111
+3% +$24.7K 0.45% 37
2024
Q3 		$723K Buy
3,268
+8
+0.2% +$1.57K 0.47% 37
2024
Q2 		$564K Buy
3,260
+144
+5% +$25K 0.4% 53
2024
Q1 		$595K Buy
3,116
+89
+3% +$16.2K 0.45% 48
2023
Q4 		$495K Buy
3,027
+77
+3% +$11.6K 0.44% 52
2023
Q3 		$414K Sell
2,950
-130
-4% -$18.5K 0.41% 60
2023
Q2 		$413K Sell
3,080
-61
-2% -$7.87K 0.39% 65
2023
Q1 		$412K Sell
3,141
-26
-0.8% -$3.48K 0.44% 50
2022
Q4 		$446K Buy
3,167
+171
+6% +$23.6K 0.51% 44
2022
Q3 		$356K Buy
2,996
+59
+2% +$7.74K 0.45% 47
2022
Q2 		$415K Buy
2,937
+234
+9% +$31.6K 0.49% 43
2022
Q1 		$352K Sell
2,703
-78
-3% -$10.2K 0.35% 60
2021
Q4 		$372K Buy
+2,781
New +$349K 0.34% 69

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Kolinsky Wealth Management's IBM Position: Q4 2024 in Review

Kolinsky Wealth Management increased its IBM (IBM) stake by 3.4% in Q4 2024, buying an estimated $24.7K and bringing the position to 3,379 shares worth $743K. The position accounts for 0.45% of the portfolio, ranked #37.

Kolinsky Wealth Management first reported a position in IBM in Q4 2021 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Kolinsky Wealth Management held 3,379 shares of IBM worth $743K as of Q4 2024.
  • Kolinsky Wealth Management bought 111 IBM shares in Q4 2024, an estimated $24.7K.
  • IBM made up 0.45% of Kolinsky Wealth Management's portfolio in Q4 2024, its #37 holding.
  • Kolinsky Wealth Management first reported a position in IBM in Q4 2021 and has held it in 13 quarters since.
  • 3,143 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.