Safe Harbor Fiduciary’s IBM IBM Stock Holding History

Safe Harbor Fiduciary’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	-3,500	Closed	-$774K	–	206
2024 Q3	$774K	Buy	+3,500	New	+$686K	0.73%	28

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Safe Harbor Fiduciary's IBM Position: Q4 2024 in Review

Safe Harbor Fiduciary sold out of IBM (IBM) in Q4 2024, closing a stake of 3,500 shares — an estimated $774K sold.

Safe Harbor Fiduciary first reported a position in IBM in Q3 2024 and held it in 1 quarter. The position peaked at $774K in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

Safe Harbor Fiduciary reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
Safe Harbor Fiduciary sold 3,500 IBM shares in Q4 2024, an estimated $774K.
Safe Harbor Fiduciary first reported a position in IBM in Q3 2024 and held it in 1 quarter.
Safe Harbor Fiduciary's IBM position peaked at $774K in Q3 2024.
3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Safe Harbor Fiduciary's 13F filing for Q4 2024, filed 14 Feb 2025.