KIG
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Kowal Investment Group’s IBM IBM Stock Holding History

Kowal Investment 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
Q3 		$503K Buy
2,273
+134
+6% +$26.3K 0.09% 116
2024
Q2 		$370K Buy
2,139
+25
+1% +$4.34K 0.07% 124
2024
Q1 		$404K Buy
2,114
+110
+5% +$20.1K 0.09% 112
2023
Q4 		$328K Buy
2,004
+64
+3% +$9.67K 0.08% 118
2023
Q3 		$272K Buy
1,940
+148
+8% +$21.1K 0.07% 121
2023
Q2 		$240K Sell
1,792
-848
-32% -$109K 0.06% 143
2023
Q1 		$346K Buy
2,640
+906
+52% +$121K 0.1% 102
2022
Q4 		$244K Sell
1,734
-606
-26% -$83.6K 0.07% 134
2022
Q3 		$278K Buy
2,340
+200
+9% +$26.2K 0.09% 110
2022
Q2 		$302K Buy
2,140
+307
+17% +$41.4K 0.1% 104
2022
Q1 		$238K Buy
1,833
+23
+1% +$3K 0.07% 112
2021
Q4 		$242K Buy
1,810
+1,146
+173% +$144K 0.07% 97
2021
Q3 		$88K Buy
+664
New +$88.8K 0.03% 170

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kowal Investment Group's IBM Position: Q3 2024 in Review

Kowal Investment Group increased its IBM (IBM) stake by 6.3% in Q3 2024, buying an estimated $26.3K and bringing the position to 2,273 shares worth $503K. The position accounts for 0.09% of the portfolio, ranked #116.

Kowal Investment Group first reported a position in IBM in Q3 2021 and has held it in 13 quarters since. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Kowal Investment Group held 2,273 shares of IBM worth $503K as of Q3 2024.
  • Kowal Investment Group bought 134 IBM shares in Q3 2024, an estimated $26.3K.
  • IBM made up 0.09% of Kowal Investment Group's portfolio in Q3 2024, its #116 holding.
  • Kowal Investment Group first reported a position in IBM in Q3 2021 and has held it in 13 quarters since.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.