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	$68.4K	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	$44K	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

RE Dickinson Investment Advisors's IBM Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its IBM (IBM) stake by 0.97% in Q4 2024, buying an estimated $668 and bringing the position to 311 shares worth $68.4K. The position accounts for 0.04% of the portfolio, ranked #78.

RE Dickinson Investment Advisors first reported a position in IBM in Q4 2021 and has held it in 13 quarters since. 3,143 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

RE Dickinson Investment Advisors held 311 shares of IBM worth $68.4K as of Q4 2024.
RE Dickinson Investment Advisors bought 3 IBM shares in Q4 2024, an estimated $668.
IBM made up 0.04% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #78 holding.
RE Dickinson Investment Advisors first reported a position in IBM in Q4 2021 and has held it in 13 quarters since.
3,143 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.