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Norris Financial Group’s IBM IBM Stock Holding History

Norris Financial Group’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
-2,824
Closed -$488K – 79
2024
Q2 		$488K Sell
2,824
-225
-7% -$39.1K 0.25% 53
2024
Q1 		$582K Sell
3,049
-1,476
-33% -$269K 0.32% 49
2023
Q4 		$740K Sell
4,525
-768
-15% -$116K 0.45% 42
2023
Q3 		$743K Buy
5,293
+870
+20% +$124K 0.52% 42
2023
Q2 		$592K Sell
4,423
-410
-8% -$52.9K 0.41% 46
2023
Q1 		$634K Sell
4,833
-10,410
-68% -$1.39M 0.46% 42
2022
Q4 		$2.15M Buy
15,243
+1,117
+8% +$154K 1.82% 15
2022
Q3 		$1.68M Buy
14,126
+899
+7% +$118K 1.54% 21
2022
Q2 		$1.87M Buy
13,227
+10,428
+373% +$1.41M 1.5% 19
2022
Q1 		$364K Buy
2,799
+350
+14% +$45.6K 0.22% 59
2021
Q4 		$327K Sell
2,449
-959
-28% -$120K 0.2% 64
2021
Q3 		$453K Buy
3,408
+765
+29% +$102K 0.3% 60
2021
Q2 		$370K Hold
2,643
– – 0.25% 66
2021
Q1 		$337K Buy
2,643
+111
+4% +$13.3K 0.25% 62
2020
Q4 		$305K Buy
2,532
+394
+18% +$45.5K 0.24% 55
2020
Q3 		$249K Sell
2,138
-26
-1% -$3.06K 0.21% 60
2020
Q2 		$250K Sell
2,164
-105
-5% -$12.2K 0.24% 55
2020
Q1 		$241K Sell
2,269
-2,524
-53% -$319K 0.27% 53
2019
Q4 		$614K Buy
+4,793
New +$623K 0.57% 42

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

Norris Financial Group's IBM Position: Q3 2024 in Review

Norris Financial Group sold out of IBM (IBM) in Q3 2024, closing a stake of 2,824 shares — an estimated $488K sold.

Norris Financial Group first reported a position in IBM in Q4 2019 and held it in 19 quarters. The position peaked at $2.15M in Q4 2022. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Norris Financial Group reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Norris Financial Group sold 2,824 IBM shares in Q3 2024, an estimated $488K.
  • Norris Financial Group first reported a position in IBM in Q4 2019 and held it in 19 quarters.
  • Norris Financial Group's IBM position peaked at $2.15M in Q4 2022.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Norris Financial Group's 13F filing for Q3 2024, filed 20 May 2026.