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Summit Financial Group’s IBM IBM Stock Holding History

Summit Financial Group’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 		$1.05M Sell
5,504
-232
-4% -$42.3K 0.37% 80
2023
Q4 		$938K Sell
5,736
-15
-0.3% -$2.27K 0.36% 83
2023
Q3 		$807K Hold
5,751
– – 0.34% 81
2023
Q2 		$770K Sell
5,751
-1,368
-19% -$177K 0.3% 94
2023
Q1 		$933K Buy
7,119
+3
+0% +$401 0.35% 79
2022
Q4 		$1M Sell
7,116
-125
-2% -$17.2K 0.4% 76
2022
Q3 		$860K Hold
7,241
– – 0.36% 83
2022
Q2 		$1.02M Sell
7,241
-2,402
-25% -$324K 0.39% 76
2022
Q1 		$1.25M Buy
9,643
+300
+3% +$39.1K 0.42% 69
2021
Q4 		$1.25M Sell
9,343
-430
-4% -$53.9K 0.41% 69
2021
Q3 		$1.3M Sell
9,773
-104
-1% -$13.9K 0.47% 62
2021
Q2 		$1.38M Buy
9,877
+638
+7% +$87.2K 0.52% 57
2021
Q1 		$1.18M Sell
9,239
-69
-0.7% -$8.26K 0.49% 57
2020
Q4 		$1.12M Sell
9,308
-166
-2% -$19.2K 0.49% 59
2020
Q3 		$1.1M Hold
9,474
– – 0.55% 51
2020
Q2 		$1.09M Buy
9,474
+57
+0.6% +$6.62K 0.57% 46
2020
Q1 		$998K Buy
9,417
+52
+0.6% +$6.58K 0.6% 44
2019
Q4 		$1.2M Sell
9,365
-494
-5% -$64.2K 0.58% 46
2019
Q3 		$1.37M Sell
9,859
-1,270
-11% -$171K 0.7% 40
2019
Q2 		$1.47M Sell
11,129
-246
-2% -$32.3K 0.66% 40
2019
Q1 		$1.53M Sell
11,375
-230
-2% -$29.3K 1.2% 26
2018
Q4 		$1.26M Sell
11,605
-366
-3% -$43.9K 1.07% 28
2018
Q3 		$1.73M Sell
11,971
-823
-6% -$115K 1.29% 26
2018
Q2 		$1.71M Sell
12,794
-209
-2% -$29.1K 1.33% 21
2018
Q1 		$1.91M Buy
13,003
+1,700
+15% +$257K 1.49% 16
2017
Q4 		$1.66M Sell
11,303
-3,086
-21% -$449K 1.36% 19
2017
Q3 		$2M Sell
14,389
-802
-5% -$112K 1.66% 14
2017
Q2 		$2.23M Buy
+15,191
New +$2.29M 1.94% 13

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

Summit Financial Group's IBM Position: Q1 2024 in Review

Summit Financial Group reduced its IBM (IBM) stake by 4% in Q1 2024, selling an estimated $42.3K and leaving 5,504 shares worth $1.05M. The position accounts for 0.37% of the portfolio, ranked #80.

Summit Financial Group first reported a position in IBM in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.23M in Q2 2017. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

  • Summit Financial Group held 5,504 shares of IBM worth $1.05M as of Q1 2024.
  • Summit Financial Group sold 232 IBM shares in Q1 2024, an estimated $42.3K.
  • IBM made up 0.37% of Summit Financial Group's portfolio in Q1 2024, its #80 holding.
  • Summit Financial Group first reported a position in IBM in Q2 2017 and has held it in 28 quarters since.
  • Summit Financial Group's IBM position peaked at $2.23M in Q2 2017.
  • 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.