Lee Ainslie’s IBM IBM Stock Holding History

Lee Ainslie’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 Q1	–	Sell	-13,532	Closed	-$2.21M	–	472
2023 Q4	$2.21M	Buy	+13,532	New	+$2.04M	0.04%	81
2023 Q3	–	Sell	-8,789	Closed	-$1.18M	–	404
2023 Q2	$1.18M	Buy	8,789 +125	+1%	+$16.1K	0.03%	147
2023 Q1	$1.14M	Buy	+8,664	New	+$1.16M	0.03%	130
2022 Q2	–	Sell	-11,621	Closed	-$1.51M	–	242
2022 Q1	$1.51M	Buy	+11,621	New	+$1.52M	0.03%	123
2019 Q3	–	Sell	-15,564	Closed	-$2.05M	–	366
2019 Q2	$2.05M	Buy	+15,564	New	+$2.04M	0.03%	233

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Ainslie's IBM Position: Q1 2024 in Review

Lee Ainslie sold out of IBM (IBM) in Q1 2024, closing a stake of 13,532 shares — an estimated $2.21M sold.

Lee Ainslie first reported a position in IBM in Q2 2019 and held it in 5 quarters. The position peaked at $2.21M in Q4 2023. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

Lee Ainslie reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
Lee Ainslie sold 13,532 IBM shares in Q1 2024, an estimated $2.21M.
Lee Ainslie first reported a position in IBM in Q2 2019 and held it in 5 quarters.
Lee Ainslie's IBM position peaked at $2.21M in Q4 2023.
2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Maverick Capital's 13F filing for Q1 2024, filed 15 May 2024.