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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 $5.7T 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 $1.47T AUM 27.86% 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