SpiderRock Advisors’s IBM IBM Stock Holding History

SpiderRock 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 Q3	$12.9M	Buy	58,206 +25,053	+76%	+$4.91M	0.2%	77
2024 Q2	$5.73M	Sell	33,153 -5,459	-14%	-$949K	0.12%	129
2024 Q1	$7.4M	Buy	+38,612	New	+$7.04M	0.18%	95

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SpiderRock Advisors's IBM Position: Q3 2024 in Review

SpiderRock Advisors increased its IBM (IBM) stake by 76% in Q3 2024, buying an estimated $4.91M and bringing the position to 58,206 shares worth $12.9M. The position accounts for 0.2% of the portfolio, ranked #77.

SpiderRock Advisors first reported a position in IBM in Q1 2024 and has held it in 3 quarters since. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

SpiderRock Advisors held 58,206 shares of IBM worth $12.9M as of Q3 2024.
SpiderRock Advisors bought 25,053 IBM shares in Q3 2024, an estimated $4.91M.
IBM made up 0.2% of SpiderRock Advisors's portfolio in Q3 2024, its #77 holding.
SpiderRock Advisors first reported a position in IBM in Q1 2024 and has held it in 3 quarters since.
2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.