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Northwest Investment Counselors’s IBM IBM Stock Holding History

Northwest Investment Counselors’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 		$95.6K Buy
+432
New +$84.7K 0.02% 188
2024
Q2 		– Sell
-712
Closed -$136K – 313
2024
Q1 		$136K Buy
+712
New +$130K 0.03% 163
2023
Q4 		– Sell
-669
Closed -$93.9K – 315
2023
Q3 		$93.9K Buy
669
+39
+6% +$5.55K 0.03% 183
2023
Q2 		$84.3K Sell
630
-92
-13% -$11.9K 0.02% 195
2023
Q1 		$94.6K Sell
722
-11
-2% -$1.47K 0.03% 190
2022
Q4 		$103K Buy
733
+310
+73% +$42.8K 0.03% 186
2022
Q3 		$50K Sell
423
-12
-3% -$1.57K 0.02% 210
2022
Q2 		$61K Buy
435
+250
+135% +$33.7K 0.02% 189
2022
Q1 		$24K Buy
185
+112
+153% +$14.6K 0.01% 299
2021
Q4 		$10K Buy
+73
New +$9.16K ﹤0.01% 359
2021
Q2 		– Sell
-458
Closed -$58K – 276
2021
Q1 		$58K Buy
+458
New +$54.8K 0.02% 205
2020
Q4 		– Sell
-431
Closed -$50K – 273
2020
Q3 		$50K Buy
+431
New +$50.7K 0.02% 185
2019
Q4 		– Sell
-428
Closed -$59K – 316
2019
Q3 		$59K Buy
+428
New +$57.7K 0.02% 203
2017
Q4 		– Sell
-382
Closed -$53K – 212
2017
Q3 		$53K Sell
382
-255
-40% -$35.5K 0.02% 178
2017
Q2 		$94K Buy
+637
New +$96K 0.04% 139

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

Northwest Investment Counselors's IBM Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in IBM (IBM) in Q3 2024: 432 shares worth $95.6K. The stake represents 0.02% of the portfolio and ranks #188 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IBM as recently as Q1 2024.

Northwest Investment Counselors first reported a position in IBM in Q2 2017 and has held it in 15 quarters since. The position peaked at $136K in Q1 2024. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Northwest Investment Counselors held 432 shares of IBM worth $95.6K as of Q3 2024.
  • IBM was a new Northwest Investment Counselors position in Q3 2024.
  • IBM made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #188 holding.
  • Northwest Investment Counselors first reported a position in IBM in Q2 2017 and has held it in 15 quarters since.
  • Northwest Investment Counselors's IBM position peaked at $136K in Q1 2024.
  • 2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.