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Morningstar Investment Services’s IBM IBM Stock Holding History

Morningstar Investment 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
-4,673
Closed -$1.03M – 247
2024
Q3 		$1.03M Buy
4,673
+343
+8% +$67.3K 0.01% 206
2024
Q2 		$740K Sell
4,330
-441
-9% -$76.6K 0.01% 215
2024
Q1 		$910K Sell
4,771
-2,666
-36% -$486K 0.01% 192
2023
Q4 		$1.22M Buy
7,437
+4,421
+147% +$668K 0.01% 214
2023
Q3 		$427K Buy
3,016
+882
+41% +$125K 0.01% 218
2023
Q2 		$285K Buy
+2,134
New +$275K ﹤0.01% 224
2020
Q2 		– Sell
-5,403
Closed -$583K – 210
2020
Q1 		$583K Buy
+5,403
New +$683K 0.01% 163
2016
Q1 		– Sell
-19,961
Closed -$2.63M – 223
2015
Q4 		$2.63M Buy
19,961
+17,973
+904% +$2.41M 0.1% 130
2015
Q3 		$276K Buy
+1,988
New +$294K 0.01% 190
2015
Q2 		– Sell
-17,109
Closed -$2.63M – 218
2015
Q1 		$2.63M Sell
17,109
-936
-5% -$142K 0.11% 121
2014
Q4 		$2.77M Sell
18,045
-7,026
-28% -$1.12M 0.13% 118
2014
Q3 		$4.55M Buy
25,071
+1,136
+5% +$207K 0.23% 95
2014
Q2 		$4.15M Buy
23,935
+3,687
+18% +$664K 0.24% 94
2014
Q1 		$3.73M Buy
20,248
+5,818
+40% +$1.02M 0.25% 88
2013
Q4 		$2.59M Buy
14,430
+12,705
+737% +$2.19M 0.19% 104
2013
Q3 		$305K Buy
+1,725
New +$314K 0.03% 180

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

Morningstar Investment Services's IBM Position: Q4 2024 in Review

Morningstar Investment Services sold out of IBM (IBM) in Q4 2024, closing a stake of 4,673 shares — an estimated $1.03M sold.

Morningstar Investment Services first reported a position in IBM in Q3 2013 and held it in 16 quarters. The position peaked at $4.55M in Q3 2014. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Morningstar Investment Services reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 4,673 IBM shares in Q4 2024, an estimated $1.03M.
  • Morningstar Investment Services first reported a position in IBM in Q3 2013 and held it in 16 quarters.
  • Morningstar Investment Services's IBM position peaked at $4.55M in Q3 2014.
  • 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.