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Private Portfolio Partners’s IBM IBM Stock Holding History

Private Portfolio 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 		$1.21M Sell
5,498
-239
-4% -$53.2K 0.22% 80
2024
Q3 		$1.27M Buy
+5,737
New +$1.12M 0.24% 71
2024
Q2 		– Sell
-5,465
Closed -$1.04M – 151
2024
Q1 		$1.04M Buy
5,465
+23
+0.4% +$4.2K 0.22% 87
2023
Q4 		$890K Sell
5,442
-3
-0.1% -$453 0.2% 91
2023
Q3 		$764K Buy
5,445
+225
+4% +$32K 0.2% 88
2023
Q2 		$698K Sell
5,220
-282
-5% -$36.4K 0.18% 91
2023
Q1 		$721K Buy
5,502
+442
+9% +$59.1K 0.2% 86
2022
Q4 		$713K Sell
5,060
-249
-5% -$34.3K 0.19% 101
2022
Q3 		$631K Buy
5,309
+139
+3% +$18.2K 0.18% 107
2022
Q2 		$730K Buy
5,170
+11
+0.2% +$1.49K 0.2% 97
2022
Q1 		$671K Buy
5,159
+1,839
+55% +$240K 0.17% 122
2021
Q4 		$444K Sell
3,320
-465
-12% -$58.3K 0.11% 163
2021
Q3 		$503K Buy
3,785
+666
+21% +$89K 0.14% 140
2021
Q2 		$437K Buy
3,119
+9
+0.3% +$1.23K 0.13% 155
2021
Q1 		$396K Buy
3,110
+130
+4% +$15.6K 0.13% 153
2020
Q4 		$359K Buy
2,980
+56
+2% +$6.47K 0.13% 148
2020
Q3 		$340K Buy
2,924
+811
+38% +$95.5K 0.14% 147
2020
Q2 		$244K Sell
2,113
-57
-3% -$6.62K 0.11% 161
2020
Q1 		$230K Sell
2,170
-135
-6% -$17.1K 0.12% 159
2019
Q4 		$296K Sell
2,305
-75
-3% -$9.75K 0.13% 150
2019
Q3 		$331K Sell
2,380
-123
-5% -$16.6K 0.16% 136
2019
Q2 		$330K Buy
2,503
+99
+4% +$13K 0.14% 155
2019
Q1 		$324K Hold
2,404
– – 0.17% 137
2018
Q4 		$261K Buy
+2,404
New +$289K 0.16% 140

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 Portfolio Partners's IBM Position: Q4 2024 in Review

Private Portfolio Partners reduced its IBM (IBM) stake by 4.2% in Q4 2024, selling an estimated $53.2K and leaving 5,498 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #80.

Private Portfolio Partners first reported a position in IBM in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.27M in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Private Portfolio Partners held 5,498 shares of IBM worth $1.21M as of Q4 2024.
  • Private Portfolio Partners sold 239 IBM shares in Q4 2024, an estimated $53.2K.
  • IBM made up 0.22% of Private Portfolio Partners's portfolio in Q4 2024, its #80 holding.
  • Private Portfolio Partners first reported a position in IBM in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's IBM position peaked at $1.27M in Q3 2024.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.