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SRB Corp’s IBM IBM Stock Holding History

SRB Corp’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
-3,196
Closed -$523K – 89
2023
Q4 		$523K Buy
+3,196
New +$483K 0.03% 66
2021
Q4 		– Sell
-12,672
Closed -$1.68M – 127
2021
Q3 		$1.68M Hold
12,672
– – 0.1% 25
2021
Q2 		$1.78M Buy
+12,672
New +$1.73M 0.12% 60
2019
Q4 		– Sell
-3,567
Closed -$496K – 157
2019
Q3 		$496K Sell
3,567
-233
-6% -$31.4K 0.04% 41
2019
Q2 		$501K Sell
3,800
-1,668
-31% -$219K 0.05% 96
2019
Q1 		$738K Buy
5,468
+563
+11% +$71.8K 0.07% 44
2018
Q4 		$533K Buy
+4,905
New +$589K 0.06% 49

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

SRB Corp's IBM Position: Q1 2024 in Review

SRB Corp sold out of IBM (IBM) in Q1 2024, closing a stake of 3,196 shares — an estimated $523K sold.

SRB Corp first reported a position in IBM in Q4 2018 and held it in 7 quarters. The position peaked at $1.78M in Q2 2021. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • SRB Corp reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
  • SRB Corp sold 3,196 IBM shares in Q1 2024, an estimated $523K.
  • SRB Corp first reported a position in IBM in Q4 2018 and held it in 7 quarters.
  • SRB Corp's IBM position peaked at $1.78M in Q2 2021.
  • 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on SRB Corp's 13F filing for Q1 2024, filed 14 May 2024.