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REDW Wealth’s IBM IBM Stock Holding History

REDW Wealth’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 		– Sell
-1,009
Closed -$223K – 130
2024
Q3 		$223K Buy
+1,009
New +$198K 0.06% 155
2018
Q2 		– Sell
-1,478
Closed -$217K – 85
2018
Q1 		$217K Hold
1,478
– – 0.16% 72
2017
Q4 		$217K Hold
1,478
– – 0.17% 77
2017
Q3 		$205K Sell
1,478
-1,360
-48% -$189K 0.17% 77
2017
Q2 		$417K Hold
2,838
– – 0.41% 34
2017
Q1 		$472K Hold
2,838
– – 0.48% 27
2016
Q4 		$450K Buy
+2,838
New +$432K 0.51% 29

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

REDW Wealth's IBM Position: Q4 2024 in Review

REDW Wealth sold out of IBM (IBM) in Q4 2024, closing a stake of 1,009 shares — an estimated $223K sold.

REDW Wealth first reported a position in IBM in Q4 2016 and held it in 7 quarters. The position peaked at $472K in Q1 2017. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • REDW Wealth reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 1,009 IBM shares in Q4 2024, an estimated $223K.
  • REDW Wealth first reported a position in IBM in Q4 2016 and held it in 7 quarters.
  • REDW Wealth's IBM position peaked at $472K in Q1 2017.
  • 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.