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SMH Capital Advisors’s IBM IBM Stock Holding History

SMH Capital Advisors’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 		– Sell
-3,058
Closed -$500K – 50
2023
Q4 		$500K Sell
3,058
-7
-0.2% -$1.06K 1.08% 11
2023
Q3 		$430K Sell
3,065
-408
-12% -$58.1K 1% 11
2023
Q2 		$465K Sell
3,473
-16
-0.5% -$2.06K 1.01% 14
2023
Q1 		$441K Sell
3,489
-280
-7% -$37.5K 2.62% 9
2022
Q4 		$531K Buy
3,769
+84
+2% +$11.6K 0.77% 17
2022
Q3 		$438K Sell
3,685
-20
-0.5% -$2.63K 0.65% 18
2022
Q2 		$523K Buy
3,705
+452
+14% +$61K 0.71% 21
2022
Q1 		$423K Buy
3,253
+111
+4% +$14.5K 0.69% 23
2021
Q4 		$420K Sell
3,142
-75
-2% -$9.41K 0.83% 21
2021
Q3 		$427K Sell
3,217
-20
-0.6% -$2.67K 0.78% 21
2021
Q2 		$454K Sell
3,237
-9
-0.3% -$1.23K 0.91% 20
2021
Q1 		$413K Buy
3,246
+112
+4% +$13.4K 0.92% 20
2020
Q4 		$377K Buy
3,134
+19
+0.6% +$2.2K 0.95% 16
2020
Q3 		$362K Sell
3,115
-2,000
-39% -$235K 0.84% 15
2020
Q2 		$591K Sell
5,115
-2
-0% -$232 1.18% 9
2020
Q1 		$543K Buy
5,117
+52
+1% +$6.58K 1.15% 10
2019
Q4 		$649K Buy
5,065
+22
+0.4% +$2.86K 1.29% 11
2019
Q3 		$701K Buy
5,043
+64
+1% +$8.63K 1.54% 10
2019
Q2 		$656K Hold
4,979
– – 1.6% 10
2019
Q1 		$672K Buy
4,979
+60
+1% +$7.65K 1.3% 12
2018
Q4 		$535K Sell
4,919
-88
-2% -$10.6K 1.09% 13
2018
Q3 		$724K Buy
5,007
+127
+3% +$17.7K 1.24% 16
2018
Q2 		$652K Buy
4,880
+121
+3% +$16.9K 1.06% 19
2018
Q1 		$698K Buy
+4,759
New +$720K 1.08% 19

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

SMH Capital Advisors's IBM Position: Q1 2024 in Review

SMH Capital Advisors sold out of IBM (IBM) in Q1 2024, closing a stake of 3,058 shares — an estimated $500K sold.

SMH Capital Advisors first reported a position in IBM in Q1 2018 and held it in 24 quarters. The position peaked at $724K in Q3 2018. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • SMH Capital Advisors reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • SMH Capital Advisors sold 3,058 IBM shares in Q1 2024, an estimated $500K.
  • SMH Capital Advisors first reported a position in IBM in Q1 2018 and held it in 24 quarters.
  • SMH Capital Advisors's IBM position peaked at $724K in Q3 2018.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on SMH Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.