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Punch & Associates Investment Management’s IBM IBM Stock Holding History

Punch & Associates Investment Management’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
Q1 		– Sell
-1,492
Closed -$244K – 200
2023
Q4 		$244K Hold
1,492
– – 0.01% 198
2023
Q3 		$209K Buy
+1,492
New +$212K 0.01% 197

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Punch & Associates Investment Management's IBM Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of IBM (IBM) in Q1 2024, closing a stake of 1,492 shares — an estimated $244K sold.

Punch & Associates Investment Management first reported a position in IBM in Q3 2023 and held it in 2 quarters. The position peaked at $244K in Q4 2023. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Punch & Associates Investment Management reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 1,492 IBM shares in Q1 2024, an estimated $244K.
  • Punch & Associates Investment Management first reported a position in IBM in Q3 2023 and held it in 2 quarters.
  • Punch & Associates Investment Management's IBM position peaked at $244K in Q4 2023.
  • 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.