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Lake Street Advisors Group’s IBM IBM Stock Holding History

Lake Street Advisors 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 		$1.03M Buy
4,704
+317
+7% +$70.6K 0.05% 221
2024
Q3 		$970K Buy
4,387
+297
+7% +$58.2K 0.04% 219
2024
Q2 		$707K Sell
4,090
-365
-8% -$63.4K 0.03% 269
2024
Q1 		$851K Buy
4,455
+133
+3% +$24.3K 0.04% 250
2023
Q4 		$707K Buy
+4,322
New +$653K 0.04% 275
2021
Q3 		– Sell
-1,729
Closed -$237K – 317
2021
Q2 		$237K Sell
1,729
-3
-0.2% -$410 0.02% 286
2021
Q1 		$221K Sell
1,732
-44
-2% -$5.27K 0.02% 291
2020
Q4 		$214K Sell
1,776
-1,070
-38% -$124K 0.02% 285
2020
Q3 		$331K Sell
2,846
-425
-13% -$50K 0.03% 188
2020
Q2 		$378K Buy
3,271
+134
+4% +$15.6K 0.04% 164
2020
Q1 		$333K Buy
3,137
+557
+22% +$70.4K 0.04% 156
2019
Q4 		$331K Buy
2,580
+413
+19% +$53.7K 0.03% 172
2019
Q3 		$301K Sell
2,167
-58
-3% -$7.82K 0.03% 147
2019
Q2 		$293K Buy
2,225
+3
+0.1% +$394 0.03% 156
2019
Q1 		$300K Sell
2,222
-785
-26% -$100K 0.03% 151
2018
Q4 		$327K Buy
3,007
+1,334
+80% +$160K 0.04% 127
2018
Q3 		$242K Sell
1,673
-1,404
-46% -$196K 0.03% 169
2018
Q2 		$411K Sell
3,077
-456
-13% -$63.6K 0.04% 177
2018
Q1 		$518K Buy
3,533
+93
+3% +$14.1K 0.06% 129
2017
Q4 		$505K Buy
+3,440
New +$500K 0.06% 140

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

Lake Street Advisors Group's IBM Position: Q4 2024 in Review

Lake Street Advisors Group increased its IBM (IBM) stake by 7.2% in Q4 2024, buying an estimated $70.6K and bringing the position to 4,704 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #221.

Lake Street Advisors Group first reported a position in IBM in Q4 2017 and has held it in 20 quarters since. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Lake Street Advisors Group held 4,704 shares of IBM worth $1.03M as of Q4 2024.
  • Lake Street Advisors Group bought 317 IBM shares in Q4 2024, an estimated $70.6K.
  • IBM made up 0.05% of Lake Street Advisors Group's portfolio in Q4 2024, its #221 holding.
  • Lake Street Advisors Group first reported a position in IBM in Q4 2017 and has held it in 20 quarters since.
  • 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.