Naples Money Management’s IBM IBM Stock Holding History

Naples Money Management’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 Q3	$37.6K	Hold	170	–	–	0.03%	100
2024 Q2	$29.8K	Hold	170	–	–	0.03%	110
2024 Q1	$32.5K	Hold	170	–	–	0.03%	105
2023 Q4	$27.8K	Buy	+170	New	+$25.7K	0.03%	119

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 $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Naples Money Management's IBM Position: Q3 2024 in Review

Naples Money Management held its IBM (IBM) position steady in Q3 2024 at 170 shares worth $37.6K. The position accounts for 0.03% of the portfolio, ranked #100.

Naples Money Management first reported a position in IBM in Q4 2023 and has held it in 4 quarters since. 2,933 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

Naples Money Management held 170 shares of IBM worth $37.6K as of Q3 2024.
Naples Money Management left its IBM share count unchanged in Q3 2024.
IBM made up 0.03% of Naples Money Management's portfolio in Q3 2024, its #100 holding.
Naples Money Management first reported a position in IBM in Q4 2023 and has held it in 4 quarters since.
2,933 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.