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New Potomac Partners’s IBM IBM Stock Holding History

New Potomac Partners’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 		$549K Hold
2,485
– – 0.28% 65
2024
Q2 		$430K Hold
2,485
– – 0.24% 71
2024
Q1 		$475K Hold
2,485
– – 0.26% 69
2023
Q4 		$406K Buy
+2,485
New +$376K 0.24% 72
2020
Q4 		– Sell
-889
Closed -$103K – 88
2020
Q3 		$103K Hold
889
– – 0.08% 75
2020
Q2 		$103K Hold
889
– – 0.09% 77
2020
Q1 		$94K Sell
889
-105
-11% -$13.3K 0.1% 73
2019
Q4 		$127K Hold
994
– – 0.12% 75
2019
Q3 		$138K Hold
994
– – 0.14% 71
2019
Q2 		$131K Sell
994
-209
-17% -$27.5K 0.13% 72
2019
Q1 		$162K Hold
1,203
– – 0.16% 69
2018
Q4 		$131K Hold
1,203
– – 0.14% 72
2018
Q3 		$174K Sell
1,203
-19
-2% -$2.65K 0.16% 63
2018
Q2 		$163K Hold
1,222
– – 0.16% 64
2018
Q1 		$179K Sell
1,222
-6
-0.5% -$908 0.18% 62
2017
Q4 		$180K Buy
+1,228
New +$179K 0.17% 65

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New Potomac Partners's IBM Position: Q3 2024 in Review

New Potomac Partners held its IBM (IBM) position steady in Q3 2024 at 2,485 shares worth $549K. The position accounts for 0.28% of the portfolio, ranked #65.

New Potomac Partners first reported a position in IBM in Q4 2017 and has held it in 16 quarters since. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • New Potomac Partners held 2,485 shares of IBM worth $549K as of Q3 2024.
  • New Potomac Partners left its IBM share count unchanged in Q3 2024.
  • IBM made up 0.28% of New Potomac Partners's portfolio in Q3 2024, its #65 holding.
  • New Potomac Partners first reported a position in IBM in Q4 2017 and has held it in 16 quarters since.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.