MIG
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McGuire Investment Group’s IBM IBM Stock Holding History

McGuire Investment 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 		– Sell
-2,048
Closed -$453K – 112
2024
Q3 		$453K Buy
2,048
+12
+0.6% +$2.35K 0.06% 87
2024
Q2 		$352K Hold
2,036
– – 0.05% 91
2024
Q1 		$389K Sell
2,036
-367
-15% -$67K 0.06% 92
2023
Q4 		$393K Sell
2,403
-946
-28% -$143K 0.07% 84
2023
Q3 		$470K Sell
3,349
-386
-10% -$54.9K 0.09% 76
2023
Q2 		$500K Buy
3,735
+481
+15% +$62.1K 0.09% 78
2023
Q1 		$427K Sell
3,254
-132
-4% -$17.7K 0.08% 83
2022
Q4 		$477K Sell
3,386
-50
-1% -$6.9K 0.1% 81
2022
Q3 		$408K Sell
3,436
-84
-2% -$11K 0.09% 80
2022
Q2 		$497K Sell
3,520
-38
-1% -$5.13K 0.11% 79
2022
Q1 		$463K Buy
3,558
+14
+0.4% +$1.83K 0.08% 79
2021
Q4 		$474K Sell
3,544
-780
-18% -$97.8K 0.08% 83
2021
Q3 		$574K Buy
4,324
+179
+4% +$23.9K 0.11% 77
2021
Q2 		$581K Buy
4,145
+286
+7% +$39.1K 0.11% 74
2021
Q1 		$492K Buy
+3,859
New +$462K 0.1% 74
2019
Q4 		– Sell
-1,562
Closed -$217K – 93
2019
Q3 		$217K Sell
1,562
-8
-0.5% -$1.08K 0.07% 93
2019
Q2 		$207K Sell
1,570
-198
-11% -$26K 0.07% 91
2019
Q1 		$238K Buy
+1,768
New +$225K 0.08% 88
2018
Q4 		– Sell
-1,531
Closed -$221K – 87
2018
Q3 		$221K Buy
+1,531
New +$214K 0.07% 85

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

McGuire Investment Group's IBM Position: Q4 2024 in Review

McGuire Investment Group sold out of IBM (IBM) in Q4 2024, closing a stake of 2,048 shares — an estimated $453K sold.

McGuire Investment Group first reported a position in IBM in Q3 2018 and held it in 19 quarters. The position peaked at $581K in Q2 2021. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • McGuire Investment Group reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • McGuire Investment Group sold 2,048 IBM shares in Q4 2024, an estimated $453K.
  • McGuire Investment Group first reported a position in IBM in Q3 2018 and held it in 19 quarters.
  • McGuire Investment Group's IBM position peaked at $581K in Q2 2021.
  • 3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on McGuire Investment Group's 13F filing for Q4 2024, filed 21 Jan 2025.