Mezzasalma Advisors’s IBM IBM Stock Holding History

Mezzasalma Advisors’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	-1,050	Closed	-$232K	–	148
2024 Q3	$232K	Buy	+1,050	New	+$206K	0.09%	80
2024 Q2	–	Sell	-1,255	Closed	-$240K	–	89
2024 Q1	$240K	Sell	1,255 -2,717	-68%	-$496K	0.11%	90
2023 Q4	$650K	Sell	3,972 -24	-0.6%	-$3.63K	0.35%	41
2023 Q3	$561K	Hold	3,996	–	–	0.35%	42
2023 Q2	$535K	Buy	3,996 +14	+0.4%	+$1.81K	0.32%	43
2023 Q1	$522K	Hold	3,982	–	–	0.37%	43
2022 Q4	$561K	Sell	3,982 -25	-0.6%	-$3.45K	0.49%	38
2022 Q3	$476K	Sell	4,007 -80	-2%	-$10.5K	0.38%	39
2022 Q2	$577K	Hold	4,087	–	–	0.49%	35
2022 Q1	$531K	Buy	4,087 +1,730	+73%	+$226K	0.33%	41
2021 Q4	$315K	Sell	2,357 -108	-4%	-$13.5K	0.17%	74
2021 Q3	$327K	Hold	2,465	–	–	0.18%	69
2021 Q2	$346K	Hold	2,465	–	–	0.19%	64
2021 Q1	$314K	Hold	2,465	–	–	0.2%	68
2020 Q4	$297K	Buy	+2,465	New	+$285K	0.19%	68

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 $3.38T AUM 44.17% 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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Mezzasalma Advisors's IBM Position: Q4 2024 in Review

Mezzasalma Advisors sold out of IBM (IBM) in Q4 2024, closing a stake of 1,050 shares — an estimated $232K sold.

Mezzasalma Advisors first reported a position in IBM in Q4 2020 and held it in 15 quarters. The position peaked at $650K in Q4 2023. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

Mezzasalma Advisors reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
Mezzasalma Advisors sold 1,050 IBM shares in Q4 2024, an estimated $232K.
Mezzasalma Advisors first reported a position in IBM in Q4 2020 and held it in 15 quarters.
Mezzasalma Advisors's IBM position peaked at $650K in Q4 2023.
3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Mezzasalma Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.