Peconic Partners’s IBM IBM Stock Holding History

Peconic Partners’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	–	Sell	-40,000	Closed	-$8.84M	–	14
2024 Q3	$8.84M	Buy	+40,000	New	+$7.84M	0.37%	4

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Peconic Partners's IBM Position: Q4 2024 in Review

Peconic Partners sold out of IBM (IBM) in Q4 2024, closing a stake of 40,000 shares — an estimated $8.84M sold.

Peconic Partners first reported a position in IBM in Q3 2024 and held it in 1 quarter. The position peaked at $8.84M in Q3 2024. 3,144 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

Peconic Partners reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
Peconic Partners sold 40,000 IBM shares in Q4 2024, an estimated $8.84M.
Peconic Partners first reported a position in IBM in Q3 2024 and held it in 1 quarter.
Peconic Partners's IBM position peaked at $8.84M in Q3 2024.
3,144 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Peconic Partners's 13F filing for Q4 2024, filed 14 Feb 2025.