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Reston Wealth Management’s IBM IBM Stock Holding History

Reston Wealth Management’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
-4
Closed -$884 – 226
2024
Q3 		$884 Buy
+4
New +$784 ﹤0.01% 395

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Reston Wealth Management's IBM Position: Q4 2024 in Review

Reston Wealth Management sold out of IBM (IBM) in Q4 2024, closing a stake of 4 shares — an estimated $884 sold.

Reston Wealth Management first reported a position in IBM in Q3 2024 and held it in 1 quarter. The position peaked at $884 in Q3 2024. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Reston Wealth Management reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 4 IBM shares in Q4 2024, an estimated $884.
  • Reston Wealth Management first reported a position in IBM in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's IBM position peaked at $884 in Q3 2024.
  • 3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.