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Meitav Investment House’s IBM IBM Stock Holding History

Meitav Investment House’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
-2,959
Closed -$485K – 275
2023
Q4 		$485K Sell
2,959
-112
-4% -$16.9K 0.01% 248
2023
Q3 		$435K Sell
3,071
-276
-8% -$39.3K 0.01% 262
2023
Q2 		$448K Sell
3,347
-1,862
-36% -$240K 0.01% 283
2023
Q1 		$674K Sell
5,209
-1,500
-22% -$201K 0.01% 265
2022
Q4 		$942K Hold
6,709
– – 0.02% 245
2022
Q3 		$820K Buy
6,709
+53
+0.8% +$6.96K 0.01% 250
2022
Q2 		$938K Sell
6,656
-26
-0.4% -$3.51K 0.02% 236
2022
Q1 		$877K Sell
6,682
-2
-0% -$261 0.01% 274
2021
Q4 		$893K Sell
6,684
-1,245
-16% -$156K 0.01% 268
2021
Q3 		$1.05M Buy
7,929
+1,513
+24% +$202K 0.02% 242
2021
Q2 		$896K Buy
6,416
+1,419
+28% +$194K 0.02% 256
2021
Q1 		$641 Sell
4,997
-6,260
-56% -$749K 0.02% 244
2020
Q4 		$1.35M Buy
11,257
+1,049
+10% +$121K 0.05% 151
2020
Q3 		$1.19M Buy
10,208
+4,100
+67% +$483K 0.06% 144
2020
Q2 		$704K Sell
6,108
-1,679
-22% -$195K 0.04% 183
2020
Q1 		$826K Sell
7,787
-2,512
-24% -$318K 0.06% 165
2019
Q4 		$1.32M Sell
10,299
-4,386
-30% -$570K 0.1% 132
2019
Q3 		$2.01M Sell
14,685
-4,411
-23% -$595K 0.14% 80
2019
Q2 		$2.53M Buy
19,096
+1,817
+11% +$239K 0.17% 75
2019
Q1 		$2.31M Sell
17,279
-406
-2% -$51.8K 0.13% 96
2018
Q4 		$1.92M Sell
17,685
-12,003
-40% -$1.44M 0.12% 96
2018
Q3 		$4.3M Buy
29,688
+8,313
+39% +$1.16M 0.21% 70
2018
Q2 		$2.85M Sell
21,375
-4,026
-16% -$561K 0.13% 101
2018
Q1 		$3.72M Sell
25,401
-3,152
-11% -$477K 0.19% 75
2017
Q4 		$4.2M Buy
+28,553
New +$4.15M 0.25% 74

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Meitav Investment House's IBM Position: Q1 2024 in Review

Meitav Investment House sold out of IBM (IBM) in Q1 2024, closing a stake of 2,959 shares — an estimated $485K sold.

Meitav Investment House first reported a position in IBM in Q4 2017 and held it in 25 quarters. The position peaked at $4.3M in Q3 2018. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Meitav Investment House reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 2,959 IBM shares in Q1 2024, an estimated $485K.
  • Meitav Investment House first reported a position in IBM in Q4 2017 and held it in 25 quarters.
  • Meitav Investment House's IBM position peaked at $4.3M in Q3 2018.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.