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Liontrust Investment Partners’s IBM IBM Stock Holding History

Liontrust Investment Partners’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 		– Sell
-259
Closed -$44.8K – 234
2024
Q3 		$44.8K Hold
259
– – ﹤0.01% 209
2024
Q2 		$44.8K Sell
259
-203
-44% -$35.3K ﹤0.01% 209
2024
Q1 		$88.2K Sell
462
-1,208
-72% -$220K ﹤0.01% 181
2023
Q4 		$273K Sell
1,670
-1,139
-41% -$172K ﹤0.01% 177
2023
Q3 		$394K Sell
2,809
-31,339
-92% -$4.46M 0.01% 176
2023
Q2 		$4.57M Sell
34,148
-50,135
-59% -$6.47M 0.07% 138
2023
Q1 		$11M Buy
+84,283
New +$11.3M 0.16% 93
2022
Q4 		– Sell
-72,183
Closed -$8.58M – 212
2022
Q3 		$8.58M Sell
72,183
-12,800
-15% -$1.68M 0.14% 84
2022
Q2 		$12M Buy
+84,983
New +$11.5M 0.17% 75

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 $3.38T AUM 44.17% 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

Liontrust Investment Partners's IBM Position: Q4 2024 in Review

Liontrust Investment Partners sold out of IBM (IBM) in Q4 2024, closing a stake of 259 shares — an estimated $44.8K sold.

Liontrust Investment Partners first reported a position in IBM in Q2 2022 and held it in 9 quarters. The position peaked at $12M in Q2 2022. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Liontrust Investment Partners reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Liontrust Investment Partners sold 259 IBM shares in Q4 2024, an estimated $44.8K.
  • Liontrust Investment Partners first reported a position in IBM in Q2 2022 and held it in 9 quarters.
  • Liontrust Investment Partners's IBM position peaked at $12M in Q2 2022.
  • 3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Liontrust Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.