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Mountain Capital Investment Advisors’s IBM IBM Stock Holding History

Mountain Capital Investment 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
Q1 		– Sell
-6,376
Closed -$1.03M – 57
2023
Q4 		$1.03M Sell
6,376
-144
-2% -$21.8K 0.35% 17
2023
Q3 		$972K Sell
6,520
-6,395
-50% -$910K 0.36% 18
2023
Q2 		$1.8M Sell
12,915
-3,880
-23% -$501K 0.68% 20
2023
Q1 		$2.15M Buy
16,795
+30
+0.2% +$4.01K 0.95% 30
2022
Q4 		$2.43M Buy
16,765
+2,643
+19% +$365K 1.1% 22
2022
Q3 		$1.73M Buy
14,122
+330
+2% +$43.3K 0.91% 28
2022
Q2 		$1.94M Buy
13,792
+447
+3% +$60.3K 0.97% 22
2022
Q1 		$1.69M Buy
13,345
+294
+2% +$38.3K 0.8% 41
2021
Q4 		$1.73M Buy
13,051
+5,050
+63% +$633K 0.79% 36
2021
Q3 		$1.1M Buy
8,001
+267
+3% +$35.7K 0.58% 67
2021
Q2 		$1.04M Sell
7,734
-879
-10% -$120K 0.48% 66
2021
Q1 		$1.08M Buy
8,613
+1,089
+14% +$130K 0.54% 67
2020
Q4 		$925K Sell
7,524
-3,805
-34% -$440K 0.56% 58
2020
Q3 		$1.38M Buy
+11,329
New +$1.33M 0.89% 37
2019
Q4 		– Sell
-1,522
Closed -$212K – 46
2019
Q3 		$212K Sell
1,522
-38
-2% -$5.13K 0.19% 45
2019
Q2 		$202K Buy
+1,560
New +$205K 0.19% 46
2018
Q4 		– Sell
-1,654
Closed -$239K – 38
2018
Q3 		$239K Buy
1,654
+63
+4% +$8.8K 0.23% 41
2018
Q2 		$212K Buy
1,591
+81
+5% +$11.3K 0.21% 42
2018
Q1 		$222K Buy
+1,510
New +$228K 0.24% 29
2017
Q4 		– Sell
-1,322
Closed -$183K – 203
2017
Q3 		$183K Buy
1,322
+2
+0.2% +$279 0.16% 34
2017
Q2 		$194K Buy
+1,320
New +$199K 0.19% 37

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

Mountain Capital Investment Advisors's IBM Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of IBM (IBM) in Q1 2024, closing a stake of 6,376 shares — an estimated $1.03M sold.

Mountain Capital Investment Advisors first reported a position in IBM in Q2 2017 and held it in 21 quarters. The position peaked at $2.43M in Q4 2022. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Mountain Capital Investment Advisors reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 6,376 IBM shares in Q1 2024, an estimated $1.03M.
  • Mountain Capital Investment Advisors first reported a position in IBM in Q2 2017 and held it in 21 quarters.
  • Mountain Capital Investment Advisors's IBM position peaked at $2.43M in Q4 2022.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.