MFA Wealth Advisors’s IBM IBM Stock Holding History

MFA Wealth 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	-88	Closed	-$19.5K	–	209
2024 Q3	$19.5K	Hold	88	–	–	﹤0.01%	268
2024 Q2	$15.2K	Buy	+88	New	+$15.3K	﹤0.01%	291
2020 Q3	–	Sell	-25	Closed	-$2.9K	–	116
2020 Q2	$2.9K	Buy	+25	New	+$2.9K	﹤0.01%	219

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 $3.37T AUM 44.26% 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

MFA Wealth Advisors's IBM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of IBM (IBM) in Q4 2024, closing a stake of 88 shares — an estimated $19.5K sold.

MFA Wealth Advisors first reported a position in IBM in Q2 2020 and held it in 3 quarters. The position peaked at $19.5K in Q3 2024. 3,143 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

MFA Wealth Advisors reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 88 IBM shares in Q4 2024, an estimated $19.5K.
MFA Wealth Advisors first reported a position in IBM in Q2 2020 and held it in 3 quarters.
MFA Wealth Advisors's IBM position peaked at $19.5K in Q3 2024.
3,143 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.