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Neumann Capital Management’s IBM IBM Stock Holding History

Neumann Capital 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 		– Sell
-1,286
Closed -$222K – 102
2024
Q2 		$222K Hold
1,286
– – 0.08% 94
2024
Q1 		$246K Buy
+1,286
New +$235K 0.09% 93
2019
Q2 		– Sell
-2,301
Closed -$310K – 74
2019
Q1 		$310K Sell
2,301
-262
-10% -$33.4K 0.2% 66
2018
Q4 		$279K Sell
2,563
-314
-11% -$37.7K 0.21% 64
2018
Q3 		$416K Sell
2,877
-209
-7% -$29.2K 0.24% 62
2018
Q2 		$412K Sell
3,086
-1,664
-35% -$232K 0.26% 61
2018
Q1 		$697K Hold
4,750
– – 0.44% 53
2017
Q4 		$697K Sell
4,750
-742
-14% -$108K 0.43% 55
2017
Q3 		$762K Sell
5,492
-4,586
-46% -$639K 0.47% 55
2017
Q2 		$1.48M Sell
10,078
-837
-8% -$126K 0.95% 35
2017
Q1 		$1.82M Sell
10,915
-1,464
-12% -$245K 1.18% 30
2016
Q4 		$1.96M Sell
12,379
-79
-0.6% -$12K 1.27% 30
2016
Q3 		$1.89M Sell
12,458
-209
-2% -$31.7K 1.26% 25
2016
Q2 		$1.84M Sell
12,667
-209
-2% -$29.9K 1.22% 26
2016
Q1 		$1.86M Sell
12,876
-157
-1% -$20.1K 1.23% 26
2015
Q4 		$1.72M Sell
13,033
-1,172
-8% -$157K 1.19% 31
2015
Q3 		$1.97M Hold
14,205
– – 1.39% 25
2015
Q2 		$2.21M Hold
14,205
– – 1.41% 22
2015
Q1 		$2.18M Buy
14,205
+365
+3% +$55.4K 1.39% 22
2014
Q4 		$2.12M Buy
+13,840
New +$2.2M 1.38% 24

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
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

Neumann Capital Management's IBM Position: Q3 2024 in Review

Neumann Capital Management sold out of IBM (IBM) in Q3 2024, closing a stake of 1,286 shares — an estimated $222K sold.

Neumann Capital Management first reported a position in IBM in Q4 2014 and held it in 20 quarters. The position peaked at $2.21M in Q2 2015. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Neumann Capital Management reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Neumann Capital Management sold 1,286 IBM shares in Q3 2024, an estimated $222K.
  • Neumann Capital Management first reported a position in IBM in Q4 2014 and held it in 20 quarters.
  • Neumann Capital Management's IBM position peaked at $2.21M in Q2 2015.
  • 2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Neumann Capital Management's 13F filing for Q3 2024, filed 6 Nov 2024.