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Sweet Financial Partners’s IBM IBM Stock Holding History

Sweet Financial Partners’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 		$682K Sell
3,087
-52
-2% -$10.2K 0.15% 107
2024
Q2 		$543K Buy
3,139
+40
+1% +$6.95K 0.12% 115
2024
Q1 		$592K Hold
3,099
– – 0.14% 113
2023
Q4 		$507K Sell
3,099
-26
-0.8% -$3.93K 0.12% 120
2023
Q3 		$438K Buy
3,125
+522
+20% +$74.3K 0.12% 115
2023
Q2 		$348K Buy
2,603
+26
+1% +$3.35K 0.09% 134
2023
Q1 		$338K Hold
2,577
– – 0.09% 129
2022
Q4 		$363K Buy
2,577
+2
+0.1% +$276 0.11% 119
2022
Q3 		$306K Hold
2,575
– – 0.1% 127
2022
Q2 		$364K Buy
2,575
+396
+18% +$53.4K 0.11% 115
2022
Q1 		$283K Buy
+2,179
New +$284K 0.08% 138

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

Sweet Financial Partners's IBM Position: Q3 2024 in Review

Sweet Financial Partners reduced its IBM (IBM) stake by 1.7% in Q3 2024, selling an estimated $10.2K and leaving 3,087 shares worth $682K. The position accounts for 0.15% of the portfolio, ranked #107.

Sweet Financial Partners first reported a position in IBM in Q1 2022 and has held it in 11 quarters since. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Sweet Financial Partners held 3,087 shares of IBM worth $682K as of Q3 2024.
  • Sweet Financial Partners sold 52 IBM shares in Q3 2024, an estimated $10.2K.
  • IBM made up 0.15% of Sweet Financial Partners's portfolio in Q3 2024, its #107 holding.
  • Sweet Financial Partners first reported a position in IBM in Q1 2022 and has held it in 11 quarters since.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.