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Retirement Group’s IBM IBM Stock Holding History

Retirement Group’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
Q1 		$192K Buy
1,006
+49
+5% +$8.94K 0.07% 112
2023
Q4 		$156K Sell
957
-283
-23% -$42.8K 0.06% 120
2023
Q3 		$134K Buy
1,240
+284
+30% +$40.4K 0.06% 128
2023
Q2 		$128K Sell
956
-43
-4% -$5.55K 0.05% 127
2023
Q1 		$95K Buy
999
+1
+0.1% +$134 0.04% 139
2022
Q4 		$101K Sell
998
-112
-10% -$15.4K 0.05% 123
2022
Q3 		$132K Sell
1,110
-11,812
-91% -$1.55M 0.11% 74
2022
Q2 		$819K Buy
12,922
+385
+3% +$52K 0.34% 47
2022
Q1 		$705K Buy
12,537
+2,614
+26% +$341K 0.27% 54
2021
Q4 		$377K Sell
9,923
-414
-4% -$51.9K 0.16% 75
2021
Q3 		$390K Buy
10,337
+7,550
+271% +$1.01M 0.18% 82
2021
Q2 		$390K Buy
2,787
+23
+0.8% +$3.15K 0.19% 74
2021
Q1 		$352K Buy
2,764
+18
+0.7% +$2.15K 0.16% 87
2020
Q4 		$330K Buy
2,746
+27
+1% +$3.12K 0.15% 89
2020
Q3 		$316K Sell
2,719
-38
-1% -$4.47K 0.18% 90
2020
Q2 		$318K Buy
+2,757
New +$320K 0.2% 83
2019
Q4 		$337K Buy
+2,628
New +$342K 0.22% 79

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Retirement Group's IBM Position: Q1 2024 in Review

Retirement Group increased its IBM (IBM) stake by 5.1% in Q1 2024, buying an estimated $8.94K and bringing the position to 1,006 shares worth $192K. The position accounts for 0.07% of the portfolio, ranked #112.

Retirement Group first reported a position in IBM in Q4 2019 and has held it in 17 quarters since. The position peaked at $819K in Q2 2022. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Retirement Group held 1,006 shares of IBM worth $192K as of Q1 2024.
  • Retirement Group bought 49 IBM shares in Q1 2024, an estimated $8.94K.
  • IBM made up 0.07% of Retirement Group's portfolio in Q1 2024, its #112 holding.
  • Retirement Group first reported a position in IBM in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's IBM position peaked at $819K in Q2 2022.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.