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Louisbourg Investments’s IBM IBM Stock Holding History

Louisbourg Investments’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
2025
Q3 		– Sell
-518
Closed -$153K – 212
2025
Q2 		$153K Buy
518
+228
+79% +$58.7K 0.04% 114
2025
Q1 		$72.1K Sell
290
-142
-33% -$34.7K 0.02% 121
2024
Q4 		$95K Buy
432
+185
+75% +$41.2K 0.02% 116
2024
Q3 		$54.6K Buy
247
+59
+31% +$11.6K 0.01% 120
2024
Q2 		$32.5K Hold
188
– – 0.01% 123
2024
Q1 		$35.9K Hold
188
– – 0.01% 122
2023
Q4 		$30.7K Buy
+188
New +$28.4K 0.01% 125

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BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return