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Private Wealth Strategies’s IBM IBM Stock Holding History

Private Wealth Strategies’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
Q2 		$348K Buy
2,015
+19
+1% +$3.3K 0.07% 55
2024
Q1 		$381K Buy
1,996
+17
+0.9% +$3.1K 0.08% 45
2023
Q4 		$324K Hold
1,979
– – 0.07% 55
2023
Q3 		$278K Hold
1,979
– – 0.07% 57
2023
Q2 		$265K Buy
+1,979
New +$255K 0.06% 62

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Wealth Strategies's IBM Position: Q2 2024 in Review

Private Wealth Strategies increased its IBM (IBM) stake by 0.95% in Q2 2024, buying an estimated $3.3K and bringing the position to 2,015 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #55.

Private Wealth Strategies first reported a position in IBM in Q2 2023 and has held it in 5 quarters since. The position peaked at $381K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Private Wealth Strategies held 2,015 shares of IBM worth $348K as of Q2 2024.
  • Private Wealth Strategies bought 19 IBM shares in Q2 2024, an estimated $3.3K.
  • IBM made up 0.07% of Private Wealth Strategies's portfolio in Q2 2024, its #55 holding.
  • Private Wealth Strategies first reported a position in IBM in Q2 2023 and has held it in 5 quarters since.
  • Private Wealth Strategies's IBM position peaked at $381K in Q1 2024.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.