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Northwest Bank & Trust’s IBM IBM Stock Holding History

Northwest Bank & Trust’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
Q4 		$1.05M Sell
4,609
-89
-2% -$19.8K 0.77% 27
2024
Q3 		$1.04M Buy
4,698
+60
+1% +$11.8K 0.79% 28
2024
Q2 		$802K Buy
4,638
+61
+1% +$10.6K 0.67% 39
2024
Q1 		$761K Sell
4,577
-3,365
-42% -$614K 0.7% 41
2023
Q4 		$1.3M Buy
+7,942
New +$1.2M 1.17% 18
2023
Q2 		$1.02M Buy
+7,626
New +$984K 0.98% 25

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Northwest Bank & Trust's IBM Position: Q4 2024 in Review

Northwest Bank & Trust reduced its IBM (IBM) stake by 1.9% in Q4 2024, selling an estimated $19.8K and leaving 4,609 shares worth $1.05M. The position accounts for 0.77% of the portfolio, ranked #27.

Northwest Bank & Trust first reported a position in IBM in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2023. 3,143 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Northwest Bank & Trust held 4,609 shares of IBM worth $1.05M as of Q4 2024.
  • Northwest Bank & Trust sold 89 IBM shares in Q4 2024, an estimated $19.8K.
  • IBM made up 0.77% of Northwest Bank & Trust's portfolio in Q4 2024, its #27 holding.
  • Northwest Bank & Trust first reported a position in IBM in Q2 2023 and has held it in 6 quarters since.
  • Northwest Bank & Trust's IBM position peaked at $1.3M in Q4 2023.
  • 3,143 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.