RJA
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Raymond James & Associates’s IBM IBM Stock Holding History

Raymond James & Associates’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
2023
Q4 		– Sell
-15,000
Closed -$1.88M – 3879
2023
Q3 		$1.88M Hold
15,000
– – ﹤0.01% 2062
2023
Q2 		$1.88M Sell
15,000
-200
-1% -$25.8K ﹤0.01% 2098
2023
Q1 		$1.9M Buy
+15,200
New +$2.03M ﹤0.01% 2067

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

Raymond James & Associates's IBM Position: Q3 2024 in Review

Raymond James & Associates increased its IBM (IBM) stake by 15% in Q3 2024, buying an estimated $37.3M and bringing the position to 1,500,796 shares worth $332M. The position accounts for 0.2% of the portfolio, ranked #91.

Raymond James & Associates first reported a position in IBM in Q2 2013 and has held it in 46 quarters since. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Raymond James & Associates held 1,500,796 shares of IBM worth $332M as of Q3 2024.
  • Raymond James & Associates bought 190,469 IBM shares in Q3 2024, an estimated $37.3M.
  • IBM made up 0.2% of Raymond James & Associates's portfolio in Q3 2024, its #91 holding.
  • Raymond James & Associates first reported a position in IBM in Q2 2013 and has held it in 46 quarters since.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.