Raymond James Financial Services Advisors’s IBM IBM Stock Holding History

Raymond James Financial Services Advisors’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 Q3	$148M	Buy	667,796 +13,570	+2%	+$2.66M	0.2%	107
2024 Q2	$113M	Buy	654,226 +7,963	+1%	+$1.38M	0.16%	122
2024 Q1	$123M	Buy	646,263 +57,953	+10%	+$10.6M	0.18%	111
2023 Q4	$96.2M	Sell	588,310 -12,990	-2%	-$1.96M	0.16%	145
2023 Q3	$84.4M	Sell	601,300 -828	-0.1%	-$118K	0.15%	143
2023 Q2	$80.6M	Buy	602,128 +18,126	+3%	+$2.34M	0.14%	150
2023 Q1	$76.6M	Sell	584,002 -11,260	-2%	-$1.51M	0.15%	149
2022 Q4	$83.9M	Sell	595,262 -39,942	-6%	-$5.51M	0.17%	133
2022 Q3	$75.5M	Buy	635,204 +14,477	+2%	+$1.9M	0.17%	134
2022 Q2	$87.6M	Buy	620,727 +22,361	+4%	+$3.02M	0.19%	114
2022 Q1	$77.8M	Buy	598,366 +70,111	+13%	+$9.14M	0.15%	146
2021 Q4	$70.6M	Sell	528,255 -3,498	-0.7%	-$439K	0.13%	161
2021 Q3	$70.6M	Buy	531,753 +10,417	+2%	+$1.39M	0.14%	158
2021 Q2	$73.1M	Sell	521,336 -15,508	-3%	-$2.12M	0.15%	145
2021 Q1	$68.4M	Buy	536,844 +23,988	+5%	+$2.87M	0.15%	143
2020 Q4	$61.7M	Buy	512,856 +17,169	+3%	+$1.98M	0.15%	144
2020 Q3	$57.7M	Buy	495,687 +59,864	+14%	+$7.05M	0.16%	133
2020 Q2	$50.3M	Buy	435,823 +33,325	+8%	+$3.87M	0.16%	135
2020 Q1	$42.7M	Buy	402,498 +31,144	+8%	+$3.94M	0.19%	117
2019 Q4	$47.6M	Buy	371,354 +20,483	+6%	+$2.66M	0.15%	136
2019 Q3	$48.8M	Buy	350,871 +27,377	+8%	+$3.69M	0.18%	122
2019 Q2	$42.6M	Buy	323,494 +17,789	+6%	+$2.34M	0.16%	128
2019 Q1	$41.2M	Buy	305,705 +37,187	+14%	+$4.74M	0.17%	129
2018 Q4	$29.2M	Buy	268,518 +22,842	+9%	+$2.74M	0.15%	139
2018 Q3	$35.5M	Buy	245,676 +15,064	+7%	+$2.1M	0.16%	129
2018 Q2	$30.8M	Buy	230,612 +31,219	+16%	+$4.35M	0.16%	135
2018 Q1	$29.2M	Buy	199,393 +39,289	+25%	+$5.94M	0.17%	128
2017 Q4	$23.5M	Sell	160,104 -16,597	-9%	-$2.41M	0.15%	157
2017 Q3	$24.5M	Sell	176,701 -17,259	-9%	-$2.4M	0.16%	143
2017 Q2	$28.5M	Buy	193,960 +6,461	+3%	+$974K	0.2%	109
2017 Q1	$31.2M	Buy	187,499 +1,702	+0.9%	+$285K	0.24%	89
2016 Q4	$29.5M	Buy	185,797 +31,009	+20%	+$4.72M	0.25%	90
2016 Q3	$23.5M	Buy	154,788 +1,568	+1%	+$238K	0.21%	117
2016 Q2	$22.2M	Sell	153,220 -4,647	-3%	-$665K	0.22%	116
2016 Q1	$22.9M	Buy	157,867 +9,122	+6%	+$1.17M	0.26%	86
2015 Q4	$19.6M	Buy	148,745 +17,348	+13%	+$2.33M	0.23%	101
2015 Q3	$18.2M	Buy	131,397 +96,170	+273%	+$14.2M	0.3%	73
2015 Q2	$5.48M	Sell	35,227 -9,903	-22%	-$1.59M	0.39%	57
2015 Q1	$6.92M	Buy	45,130 +485	+1%	+$73.6K	0.34%	73
2014 Q4	$6.85M	Buy	44,645 +6,474	+17%	+$1.03M	0.35%	76
2014 Q3	$6.93M	Buy	38,171 +202	+0.5%	+$36.8K	0.37%	68
2014 Q2	$6.58M	Sell	37,969 -430	-1%	-$77.4K	0.39%	65
2014 Q1	$7.07M	Buy	38,399 +14,766	+62%	+$2.6M	0.42%	60
2013 Q4	$4.24M	Buy	23,633 +1,779	+8%	+$307K	0.26%	100
2013 Q3	$3.87M	Buy	+21,854	New	+$3.97M	0.26%	106

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James Financial Services Advisors's IBM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its IBM (IBM) stake by 2.1% in Q3 2024, buying an estimated $2.66M and bringing the position to 667,796 shares worth $148M. The position accounts for 0.2% of the portfolio, ranked #107.

Raymond James Financial Services Advisors first reported a position in IBM in Q3 2013 and has held it in 45 quarters since. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

Raymond James Financial Services Advisors held 667,796 shares of IBM worth $148M as of Q3 2024.
Raymond James Financial Services Advisors bought 13,570 IBM shares in Q3 2024, an estimated $2.66M.
IBM made up 0.2% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #107 holding.
Raymond James Financial Services Advisors first reported a position in IBM in Q3 2013 and has held it in 45 quarters since.
2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.