O'Dell Group’s IBM IBM Stock Holding History

O'Dell 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 Q1	–	Sell	-719	Closed	-$118K	–	260
2023 Q4	$118K	Buy	+719	New	+$109K	0.03%	127
2023 Q3	–	Sell	-232	Closed	-$31K	–	251
2023 Q2	$31K	Buy	+232	New	+$29.9K	0.01%	238
2022 Q3	–	Sell	-80	Closed	-$11K	–	450
2022 Q2	$11K	Sell	80 -32	-29%	-$4.32K	﹤0.01%	271
2022 Q1	$15K	Hold	112	–	–	﹤0.01%	284
2021 Q4	$15K	Sell	112 -5	-4%	-$627	﹤0.01%	264
2021 Q3	$16K	Buy	+117	New	+$15.6K	0.01%	254

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

O'Dell Group's IBM Position: Q1 2024 in Review

O'Dell Group sold out of IBM (IBM) in Q1 2024, closing a stake of 719 shares — an estimated $118K sold.

O'Dell Group first reported a position in IBM in Q3 2021 and held it in 6 quarters. The position peaked at $118K in Q4 2023. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

O'Dell Group reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 719 IBM shares in Q1 2024, an estimated $118K.
O'Dell Group first reported a position in IBM in Q3 2021 and held it in 6 quarters.
O'Dell Group's IBM position peaked at $118K in Q4 2023.
2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.