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Sugarloaf Wealth Management’s IBM IBM Stock Holding History

Sugarloaf 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
Q4 		$1.03M Hold
4,679
– – 0.19% 57
2024
Q3 		$1.03M Buy
4,679
+28
+0.6% +$5.49K 0.2% 56
2024
Q2 		$804K Sell
4,651
-66
-1% -$11.5K 0.16% 64
2024
Q1 		$901K Sell
4,717
-137
-3% -$25K 0.19% 60
2023
Q4 		$794K Buy
4,854
+100
+2% +$15.1K 0.19% 61
2023
Q3 		$667K Buy
4,754
+37
+0.8% +$5.26K 0.17% 65
2023
Q2 		$631K Sell
4,717
-118
-2% -$15.2K 0.15% 68
2023
Q1 		$634K Sell
4,835
-248
-5% -$33.2K 0.16% 63
2022
Q4 		$716K Sell
5,083
-753
-13% -$104K 0.18% 56
2022
Q3 		$694K Buy
5,836
+847
+17% +$111K 0.18% 60
2022
Q2 		$704K Buy
4,989
+43
+0.9% +$5.8K 0.18% 55
2022
Q1 		$643K Sell
4,946
-46
-0.9% -$6K 0.15% 59
2021
Q4 		$667K Buy
4,992
+139
+3% +$17.4K 0.16% 60
2021
Q3 		$645K Sell
4,853
-244
-5% -$32.6K 0.17% 57
2021
Q2 		$714K Sell
5,097
-1
-0% -$137 0.19% 55
2021
Q1 		$650 Buy
5,098
+43
+0.9% +$5.15K 0.19% 56
2020
Q4 		$608K Sell
5,055
-25
-0.5% -$2.89K 0.2% 58
2020
Q3 		$587K Sell
5,080
-255
-5% -$30K 0.21% 56
2020
Q2 		$616K Buy
5,335
+46
+0.9% +$5.34K 0.24% 56
2020
Q1 		$561K Sell
5,289
-22
-0.4% -$2.78K 0.25% 56
2019
Q4 		$681K Buy
+5,311
New +$690K 0.29% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Sugarloaf Wealth Management's IBM Position: Q4 2024 in Review

Sugarloaf Wealth Management held its IBM (IBM) position steady in Q4 2024 at 4,679 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #57.

Sugarloaf Wealth Management first reported a position in IBM in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.03M in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Sugarloaf Wealth Management held 4,679 shares of IBM worth $1.03M as of Q4 2024.
  • Sugarloaf Wealth Management left its IBM share count unchanged in Q4 2024.
  • IBM made up 0.19% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #57 holding.
  • Sugarloaf Wealth Management first reported a position in IBM in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's IBM position peaked at $1.03M in Q3 2024.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.