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Peterson Financial Group’s IBM IBM Stock Holding History

Peterson Financial 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
Q3 		$237K Buy
+1,070
New +$210K 0.91% 32
2023
Q1 		– Sell
-6,111
Closed -$861K – 43
2022
Q4 		$861K Sell
6,111
-2,937
-32% -$405K 1.14% 38
2022
Q3 		$1.08M Sell
9,048
-2,414
-21% -$317K 1.05% 44
2022
Q2 		$1.62M Buy
11,462
+692
+6% +$93.4K 1.52% 30
2022
Q1 		$1.4M Buy
10,770
+801
+8% +$104K 1.16% 40
2021
Q4 		$1.33M Buy
+9,969
New +$1.25M 1.09% 38

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

Peterson Financial Group's IBM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in IBM (IBM) in Q3 2024: 1,070 shares worth $237K. The stake represents 0.91% of the portfolio and ranks #32 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in IBM as recently as Q4 2022.

Peterson Financial Group first reported a position in IBM in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.62M in Q2 2022. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Peterson Financial Group held 1,070 shares of IBM worth $237K as of Q3 2024.
  • IBM was a new Peterson Financial Group position in Q3 2024.
  • IBM made up 0.91% of Peterson Financial Group's portfolio in Q3 2024, its #32 holding.
  • Peterson Financial Group first reported a position in IBM in Q4 2021 and has held it in 6 quarters since.
  • Peterson Financial Group's IBM position peaked at $1.62M in Q2 2022.
  • 2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.