Systematic Portfolios’s IBM IBM Stock Holding History

Systematic Portfolios’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	-1,292	Closed	-$223K	–	23
2024 Q2	$223K	Buy	+1,292	New	+$224K	1.55%	37

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Systematic Portfolios's IBM Position: Q3 2024 in Review

Systematic Portfolios sold out of IBM (IBM) in Q3 2024, closing a stake of 1,292 shares — an estimated $223K sold.

Systematic Portfolios first reported a position in IBM in Q2 2024 and held it in 1 quarter. The position peaked at $223K in Q2 2024. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

Systematic Portfolios reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
Systematic Portfolios sold 1,292 IBM shares in Q3 2024, an estimated $223K.
Systematic Portfolios first reported a position in IBM in Q2 2024 and held it in 1 quarter.
Systematic Portfolios's IBM position peaked at $223K in Q2 2024.
2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Systematic Portfolios's 13F filing for Q3 2024.