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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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

TAP Consulting's IBM Position: Q4 2024 in Review

TAP Consulting increased its IBM (IBM) stake by 0.44% in Q4 2024, buying an estimated $1.56K and bringing the position to 1,611 shares worth $354K. The position accounts for 0.07% of the portfolio, ranked #126.

TAP Consulting first reported a position in IBM in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2019. 3,143 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • TAP Consulting held 1,611 shares of IBM worth $354K as of Q4 2024.
  • TAP Consulting bought 7 IBM shares in Q4 2024, an estimated $1.56K.
  • IBM made up 0.07% of TAP Consulting's portfolio in Q4 2024, its #126 holding.
  • TAP Consulting first reported a position in IBM in Q1 2019 and has held it in 17 quarters since.
  • TAP Consulting's IBM position peaked at $1.31M in Q1 2019.
  • 3,143 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.