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Peloton Wealth Strategists’s IBM IBM Stock Holding History

Peloton Wealth Strategists’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 		– Sell
-11,752
Closed -$2.03M – 95
2024
Q2 		$2.03M Sell
11,752
-13
-0.1% -$2.26K 0.84% 44
2024
Q1 		$2.25M Sell
11,765
-325
-3% -$59.3K 0.91% 42
2023
Q4 		$1.98M Sell
12,090
-900
-7% -$136K 0.86% 45
2023
Q3 		$1.82M Sell
12,990
-185
-1% -$26.3K 0.84% 46
2023
Q2 		$1.76M Sell
13,175
-75
-0.6% -$9.68K 0.78% 49
2023
Q1 		$1.74M Hold
13,250
– – 0.79% 47
2022
Q4 		$1.87M Sell
13,250
-100
-0.7% -$13.8K 0.9% 44
2022
Q3 		$1.59M Buy
13,350
+100
+0.8% +$13.1K 0.83% 47
2022
Q2 		$1.87M Buy
13,250
+325
+3% +$43.9K 0.91% 46
2022
Q1 		$1.68M Buy
12,925
+4,810
+59% +$627K 0.7% 51
2021
Q4 		$1.08M Buy
8,115
+861
+12% +$108K 0.43% 63
2021
Q3 		$963K Buy
+7,254
New +$970K 0.39% 64

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Peloton Wealth Strategists's IBM Position: Q3 2024 in Review

Peloton Wealth Strategists sold out of IBM (IBM) in Q3 2024, closing a stake of 11,752 shares — an estimated $2.03M sold.

Peloton Wealth Strategists first reported a position in IBM in Q3 2021 and held it in 12 quarters. The position peaked at $2.25M in Q1 2024. 2,936 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Peloton Wealth Strategists reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Peloton Wealth Strategists sold 11,752 IBM shares in Q3 2024, an estimated $2.03M.
  • Peloton Wealth Strategists first reported a position in IBM in Q3 2021 and held it in 12 quarters.
  • Peloton Wealth Strategists's IBM position peaked at $2.25M in Q1 2024.
  • 2,936 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Peloton Wealth Strategists's 13F filing for Q3 2024, filed 15 Nov 2024.