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Security National Bank of Sioux City Iowa’s IBM IBM Stock Holding History

Security National Bank of Sioux City Iowa’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
-4,656
Closed -$1.03M – 97
2024
Q3 		$1.03M Buy
4,656
+156
+3% +$30.6K 0.63% 59
2024
Q2 		$778K Sell
4,500
-7,960
-64% -$1.38M 0.56% 58
2024
Q1 		$2.38M Sell
12,460
-598
-5% -$109K 1.68% 20
2023
Q4 		$2.14M Sell
13,058
-188
-1% -$28.4K 1.61% 20
2023
Q3 		$1.86M Sell
13,246
-480
-3% -$68.3K 1.45% 25
2023
Q2 		$1.84M Buy
+13,726
New +$1.77M 1.39% 29
2022
Q4 		$1.88M Buy
13,325
+165
+1% +$22.8K 1.43% 28
2022
Q3 		$1.56M Sell
13,160
-15
-0.1% -$1.97K 1.39% 30
2022
Q2 		$1.86M Sell
13,175
-2,565
-16% -$346K 1.59% 26
2022
Q1 		$2.05M Buy
15,740
+579
+4% +$75.5K 1.52% 27
2021
Q4 		$2.03M Sell
15,161
-760
-5% -$95.3K 1.39% 30
2021
Q3 		$2.12M Buy
15,921
+4,364
+38% +$583K 1.63% 22
2021
Q2 		$1.62M Sell
11,557
-3,135
-21% -$429K 1.27% 31
2021
Q1 		$1.87M Buy
14,692
+2,658
+22% +$318K 1.51% 24
2020
Q4 		$1.45M Buy
12,034
+1,396
+13% +$161K 1.24% 34
2020
Q3 		$1.24M Sell
10,638
-371
-3% -$43.7K 1.16% 33
2020
Q2 		$1.27M Buy
11,009
+178
+2% +$20.7K 1.37% 27
2020
Q1 		$1.15M Buy
10,831
+3,343
+45% +$423K 1.49% 25
2019
Q4 		$960K Buy
7,488
+381
+5% +$49.5K 0.94% 46
2019
Q3 		$988K Buy
7,107
+147
+2% +$19.8K 1.13% 35
2019
Q2 		$918K Sell
6,960
-481
-6% -$63.2K 1.08% 37
2019
Q1 		$1M Sell
7,441
-2,359
-24% -$301K 1.16% 33
2018
Q4 		$1.06M Buy
9,800
+8
+0.1% +$960 1.1% 38
2018
Q3 		$1.42M Buy
9,792
+618
+7% +$86.4K 1.25% 37
2018
Q2 		$1.23M Buy
9,174
+128
+1% +$17.9K 1.15% 41
2018
Q1 		$1.33M Buy
9,046
+664
+8% +$100K 1.25% 38
2017
Q4 		$1.23M Buy
8,382
+767
+10% +$112K 1.11% 42
2017
Q3 		$1.06M Buy
7,615
+1,063
+16% +$148K 1.03% 46
2017
Q2 		$964K Buy
6,552
+59
+0.9% +$8.89K 0.95% 52
2017
Q1 		$1.08M Sell
6,493
-576
-8% -$96.6K 1.07% 42
2016
Q4 		$1.12M Buy
7,069
+1,575
+29% +$240K 1.17% 40
2016
Q3 		$834K Sell
5,494
-231
-4% -$35.1K 0.93% 49
2016
Q2 		$831K Buy
5,725
+32
+0.6% +$4.58K 0.94% 50
2016
Q1 		$825K Buy
5,693
+533
+10% +$68.1K 0.97% 49
2015
Q4 		$679K Sell
5,160
-2,489
-33% -$334K 0.67% 62
2015
Q3 		$1.06M Buy
7,649
+723
+10% +$107K 1.25% 39
2015
Q2 		$1.08M Buy
6,926
+293
+4% +$47.1K 1.18% 48
2015
Q1 		$1.02M Buy
6,633
+3,038
+85% +$461K 1.1% 50
2014
Q4 		$551K Sell
3,595
-2,807
-44% -$447K 0.62% 60
2014
Q3 		$1.16M Buy
6,402
+40
+0.6% +$7.29K 1.3% 42
2014
Q2 		$1.1M Sell
6,362
-61
-0.9% -$11K 1.25% 44
2014
Q1 		$1.18M Buy
6,423
+20
+0.3% +$3.52K 1.38% 42
2013
Q4 		$1.15M Buy
6,403
+1,215
+23% +$210K 1.39% 38
2013
Q3 		$918K Buy
5,188
+753
+17% +$137K 1.33% 41
2013
Q2 		$811K Buy
+4,435
New +$864K 1.27% 39

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $1.37T 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 $1.81T 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 $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Security National Bank of Sioux City Iowa's IBM Position: Q4 2024 in Review

Security National Bank of Sioux City Iowa sold out of IBM (IBM) in Q4 2024, closing a stake of 4,656 shares — an estimated $1.03M sold.

Security National Bank of Sioux City Iowa first reported a position in IBM in Q2 2013 and held it in 45 quarters. The position peaked at $2.38M in Q1 2024. 3,140 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Security National Bank of Sioux City Iowa reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Security National Bank of Sioux City Iowa sold 4,656 IBM shares in Q4 2024, an estimated $1.03M.
  • Security National Bank of Sioux City Iowa first reported a position in IBM in Q2 2013 and held it in 45 quarters.
  • Security National Bank of Sioux City Iowa's IBM position peaked at $2.38M in Q1 2024.
  • 3,140 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2024, filed 14 Feb 2025.