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Private Capital Management (Colorado)’s IBM IBM Stock Holding History

Private Capital Management (Colorado)’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 		$541K Sell
2,460
-257
-9% -$57.2K 0.11% 87
2024
Q3 		$601K Buy
2,717
+321
+13% +$62.9K 0.11% 100
2024
Q2 		$414K Sell
2,396
-220
-8% -$38.2K 0.08% 96
2024
Q1 		$500K Sell
2,616
-140
-5% -$25.5K 0.11% 87
2023
Q4 		$451K Sell
2,756
-230
-8% -$34.8K 0.11% 86
2023
Q3 		$419K Sell
2,986
-12
-0.4% -$1.71K 0.12% 81
2023
Q2 		$401K Sell
2,998
-1,142
-28% -$147K 0.11% 82
2023
Q1 		$543K Buy
4,140
+2,269
+121% +$304K 0.16% 67
2022
Q4 		$264K Sell
1,871
-467
-20% -$64.4K 0.09% 97
2022
Q3 		$278K Buy
2,338
+430
+23% +$56.4K 0.1% 107
2022
Q2 		$248K Hold
1,908
– – 0.08% 135
2022
Q1 		$248K Sell
1,908
-255
-12% -$33.3K 0.08% 135
2021
Q4 		$289K Sell
2,163
-52
-2% -$6.52K 0.1% 114
2021
Q3 		$294K Buy
+2,215
New +$296K 0.12% 101
2020
Q3 		– Sell
-1,961
Closed -$226K – 83
2020
Q2 		$226K Buy
+1,961
New +$228K 0.17% 82

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Private Capital Management (Colorado)'s IBM Position: Q4 2024 in Review

Private Capital Management (Colorado) reduced its IBM (IBM) stake by 9.5% in Q4 2024, selling an estimated $57.2K and leaving 2,460 shares worth $541K. The position accounts for 0.11% of the portfolio, ranked #87.

Private Capital Management (Colorado) first reported a position in IBM in Q2 2020 and has held it in 15 quarters since. The position peaked at $601K in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Private Capital Management (Colorado) held 2,460 shares of IBM worth $541K as of Q4 2024.
  • Private Capital Management (Colorado) sold 257 IBM shares in Q4 2024, an estimated $57.2K.
  • IBM made up 0.11% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #87 holding.
  • Private Capital Management (Colorado) first reported a position in IBM in Q2 2020 and has held it in 15 quarters since.
  • Private Capital Management (Colorado)'s IBM position peaked at $601K in Q3 2024.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.