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SWS Partners’s IBM IBM Stock Holding History

SWS 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 		– Sell
-278
Closed -$48.2K – 193
2024
Q2 		$48.2K Buy
+278
New +$48.3K 0.01% 164
2021
Q4 		– Sell
-13,998
Closed -$1.86M – 82
2021
Q3 		$1.86M Buy
13,998
+1,734
+14% +$232K 1.15% 38
2021
Q2 		$1.72M Sell
12,264
-1,160
-9% -$159K 1.12% 42
2021
Q1 		$1.71M Buy
13,424
+739
+6% +$88.4K 1.18% 39
2020
Q4 		$1.53M Buy
12,685
+1,671
+15% +$193K 0.68% 59
2020
Q3 		$1.28M Buy
11,014
+568
+5% +$66.9K 0.64% 51
2020
Q2 		$1.23M Buy
10,446
+2,978
+40% +$346K 1.56% 19
2020
Q1 		$792K Buy
+7,468
New +$944K 0.57% 57
2019
Q3 		$797K Buy
6,186
+371
+6% +$50K 0.47% 58
2019
Q2 		$832K Buy
+5,815
New +$764K 0.53% 58
2018
Q2 		– Sell
-803
Closed -$115K – 196
2018
Q1 		$115K Buy
803
+1
+0.1% +$151 0.08% 88
2017
Q4 		$118K Buy
+802
New +$117K 0.09% 82

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

SWS Partners's IBM Position: Q3 2024 in Review

SWS Partners sold out of IBM (IBM) in Q3 2024, closing a stake of 278 shares — an estimated $48.2K sold.

SWS Partners first reported a position in IBM in Q4 2017 and held it in 12 quarters. The position peaked at $1.86M in Q3 2021. 2,936 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • SWS Partners reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 278 IBM shares in Q3 2024, an estimated $48.2K.
  • SWS Partners first reported a position in IBM in Q4 2017 and held it in 12 quarters.
  • SWS Partners's IBM position peaked at $1.86M in Q3 2021.
  • 2,936 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.