TAP Consulting’s IBM IBM Stock Holding History

TAP Consulting’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 Q4	$354K	Buy	1,611 +7	+0.4%	+$1.56K	0.07%	126
2024 Q3	$355K	Buy	1,604 +7	+0.4%	+$1.37K	0.07%	130
2024 Q2	$276K	Buy	1,597 +4	+0.3%	+$695	0.06%	139
2024 Q1	$304K	Sell	1,593 -82	-5%	-$15K	0.07%	135
2023 Q4	$274K	Sell	1,675 -80	-5%	-$12.1K	0.07%	116
2023 Q3	$246K	Buy	+1,755	New	+$250K	0.06%	121
2022 Q1	–	Sell	-1,349	Closed	-$180K	–	316
2021 Q4	$180K	Sell	1,349 -1,243	-48%	-$156K	0.04%	140
2021 Q3	$344K	Sell	2,592 -1,064	-29%	-$142K	0.09%	108
2021 Q2	$512K	Sell	3,656 -435	-11%	-$59.5K	0.14%	99
2021 Q1	$521K	Buy	4,091 +37	+0.9%	+$4.43K	0.16%	93
2020 Q4	$488K	Sell	4,054 -79	-2%	-$9.13K	0.18%	94
2020 Q3	$481K	Buy	4,133 +39	+1%	+$4.59K	0.19%	86
2020 Q2	$473K	Sell	4,094 -4,530	-53%	-$526K	0.23%	78
2020 Q1	$915K	Buy	8,624 +107	+1%	+$13.5K	0.62%	51
2019 Q4	$1.09M	Buy	8,517 +112	+1%	+$14.6K	0.61%	49
2019 Q3	$1.17M	Buy	+8,405	New	+$1.13M	0.69%	48
2019 Q1	$1.31M	Buy	+9,726	New	+$1.24M	0.99%	37

Other funds holding IBM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return