RE Dickinson Investment Advisors’s IBM IBM Stock Holding History

RE Dickinson Investment 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 Q4	$684K	Buy	311 +3	+1%	+$668	0.04%	78
2024 Q3	$68.1K	Sell	308 -33	-10%	-$6.47K	0.04%	80
2024 Q2	$59K	Hold	341	–	–	0.04%	83
2024 Q1	$65K	Hold	341	–	–	0.04%	73
2023 Q4	$56K	Sell	341 -33	-9%	-$4.99K	0.04%	77
2023 Q3	$52K	Hold	374	–	–	0.04%	80
2023 Q2	$50K	Hold	374	–	–	0.02%	155
2023 Q1	$49K	Buy	374 +59	+19%	+$7.89K	0.02%	157
2022 Q4	$44K	Hold	315	–	–	0.02%	150
2022 Q3	$37K	Hold	315	–	–	0.03%	83
2022 Q2	$44	Hold	315	–	–	0.01%	81
2022 Q1	$41K	Buy	315 +40	+15%	+$5.22K	0.03%	98
2021 Q4	$37K	Buy	+275	New	+$34.5K	0.03%	102

Other funds holding IBM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return