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Partners Capital Investment Group’s IBM IBM Stock Holding History

Partners Capital Investment 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
-2,637
Closed -$431K – 190
2023
Q4 		$431K Buy
2,637
+784
+42% +$118K 0.01% 184
2023
Q3 		$260K Buy
+1,853
New +$264K 0.01% 209
2017
Q2 		– Sell
-5,576
Closed -$928K – 60
2017
Q1 		$928K Hold
5,576
– – 0.19% 29
2016
Q4 		$885K Sell
5,576
-1,299
-19% -$198K 0.2% 34
2016
Q3 		$1.04M Sell
6,875
-803
-10% -$122K 0.26% 34
2016
Q2 		$1.11M Hold
7,678
– – 0.31% 29
2016
Q1 		$1.11M Buy
7,678
+1,135
+17% +$145K 0.32% 27
2015
Q4 		$861K Buy
+6,543
New +$879K 0.29% 29

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

Partners Capital Investment Group's IBM Position: Q1 2024 in Review

Partners Capital Investment Group sold out of IBM (IBM) in Q1 2024, closing a stake of 2,637 shares — an estimated $431K sold.

Partners Capital Investment Group first reported a position in IBM in Q4 2015 and held it in 8 quarters. The position peaked at $1.11M in Q2 2016. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Partners Capital Investment Group reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Partners Capital Investment Group sold 2,637 IBM shares in Q1 2024, an estimated $431K.
  • Partners Capital Investment Group first reported a position in IBM in Q4 2015 and held it in 8 quarters.
  • Partners Capital Investment Group's IBM position peaked at $1.11M in Q2 2016.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Partners Capital Investment Group's 13F filing for Q1 2024, filed 14 May 2024.