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Stevard LLC’s IBM IBM Stock Holding History

Stevard LLC’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 		– Sell
-1,903
Closed -$329K – 37
2024
Q2 		$329K Buy
1,903
+200
+12% +$34.8K 0.28% 46
2024
Q1 		$325K Buy
1,703
+260
+18% +$47.4K 0.29% 43
2023
Q4 		$236K Hold
1,443
– – 0.23% 48
2023
Q3 		$202K Buy
+1,443
New +$205K 0.2% 44
2023
Q1 		– Sell
-1,443
Closed -$203K – 46
2022
Q4 		$203K Buy
+1,443
New +$199K 0.17% 49
2022
Q1 		– Sell
-1,943
Closed -$260K – 52
2021
Q4 		$260K Buy
1,943
+434
+29% +$54.4K 0.18% 47
2021
Q3 		$200K Hold
1,509
– – 0.16% 48
2021
Q2 		$212K Buy
+1,509
New +$206K 0.16% 46
2020
Q4 		– Sell
-6,337
Closed -$737K – 113
2020
Q3 		$737K Buy
6,337
+1,813
+40% +$213K 0.31% 46
2020
Q2 		$522K Buy
+4,524
New +$525K 0.27% 60

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stevard LLC's IBM Position: Q3 2024 in Review

Stevard LLC sold out of IBM (IBM) in Q3 2024, closing a stake of 1,903 shares — an estimated $329K sold.

Stevard LLC first reported a position in IBM in Q2 2020 and held it in 10 quarters. The position peaked at $737K in Q3 2020. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Stevard LLC reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Stevard LLC sold 1,903 IBM shares in Q3 2024, an estimated $329K.
  • Stevard LLC first reported a position in IBM in Q2 2020 and held it in 10 quarters.
  • Stevard LLC's IBM position peaked at $737K in Q3 2020.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Stevard LLC's 13F filing for Q3 2024, filed 14 Nov 2024.