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Monetta Financial Services’s IBM IBM Stock Holding History

Monetta Financial Services’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
-4,000
Closed -$884K – 50
2024
Q3 		$884K Buy
+4,000
New +$784K 0.75% 40
2022
Q3 		– Sell
-5,000
Closed -$706K – 63
2022
Q2 		$706K Buy
+5,000
New +$675K 0.74% 27

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Monetta Financial Services's IBM Position: Q4 2024 in Review

Monetta Financial Services sold out of IBM (IBM) in Q4 2024, closing a stake of 4,000 shares — an estimated $884K sold.

Monetta Financial Services first reported a position in IBM in Q2 2022 and held it in 2 quarters. The position peaked at $884K in Q3 2024. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Monetta Financial Services reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Monetta Financial Services sold 4,000 IBM shares in Q4 2024, an estimated $884K.
  • Monetta Financial Services first reported a position in IBM in Q2 2022 and held it in 2 quarters.
  • Monetta Financial Services's IBM position peaked at $884K in Q3 2024.
  • 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Monetta Financial Services's 13F filing for Q4 2024, filed 11 Feb 2025.