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Ledge Wealth Management’s IBM IBM Stock Holding History

Ledge 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
2023
Q4 		$2.54M Sell
15,524
-241
-2% -$36.4K 0.99% 28
2023
Q3 		$2.21M Buy
15,765
+1,648
+12% +$234K 0.99% 32
2023
Q2 		$1.89M Sell
14,117
-1,779
-11% -$230K 0.9% 32
2023
Q1 		$2.08M Buy
15,896
+1,272
+9% +$170K 0.99% 33
2022
Q4 		$2.06M Buy
14,624
+2,497
+21% +$344K 0.94% 34
2022
Q3 		$1.44M Sell
12,127
-1,887
-13% -$248K 0.88% 38
2022
Q2 		$1.98M Buy
14,014
+2,601
+23% +$351K 1.22% 26
2022
Q1 		$1.48M Buy
+11,413
New +$1.49M 0.92% 35

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Ledge Wealth Management's IBM Position: Q4 2023 in Review

Ledge Wealth Management reduced its IBM (IBM) stake by 1.5% in Q4 2023, selling an estimated $36.4K and leaving 15,524 shares worth $2.54M. The position accounts for 0.99% of the portfolio, ranked #28.

Ledge Wealth Management first reported a position in IBM in Q1 2022 and has held it in 8 quarters since. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Ledge Wealth Management held 15,524 shares of IBM worth $2.54M as of Q4 2023.
  • Ledge Wealth Management sold 241 IBM shares in Q4 2023, an estimated $36.4K.
  • IBM made up 0.99% of Ledge Wealth Management's portfolio in Q4 2023, its #28 holding.
  • Ledge Wealth Management first reported a position in IBM in Q1 2022 and has held it in 8 quarters since.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.