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Straight Path Wealth Management’s IBM IBM Stock Holding History

Straight Path Wealth Management’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
-6,780
Closed -$1.11M – 94
2023
Q4 		$1.11M Sell
6,780
-106
-2% -$16K 0.65% 20
2023
Q3 		$966K Buy
6,886
+200
+3% +$28.5K 0.66% 20
2023
Q2 		$895K Sell
6,686
-3
-0% -$387 0.61% 22
2023
Q1 		$877K Buy
6,689
+3
+0% +$401 0.7% 22
2022
Q4 		$942K Hold
6,686
– – 0.9% 20
2022
Q3 		$794K Buy
6,686
+500
+8% +$65.6K 0.71% 29
2022
Q2 		$873K Hold
6,186
– – 0.86% 28
2022
Q1 		$804K Hold
6,186
– – 0.68% 24
2021
Q4 		$827K Buy
+6,186
New +$776K 0.72% 23

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