TWP
IBM icon

TFO Wealth Partners’s IBM IBM Stock Holding History

TFO Wealth 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
Q2 		– Sell
-3
Closed -$573 – 385
2024
Q1 		$573 Sell
3
-9
-75% -$1.64K ﹤0.01% 234
2023
Q4 		$1.96K Buy
12
+5
+71% +$756 ﹤0.01% 131
2023
Q3 		$937 Buy
7
+4
+133% +$569 ﹤0.01% 300
2023
Q2 		$401 Hold
3
– – ﹤0.01% 325
2023
Q1 		$393 Sell
3
-1
-25% -$134 ﹤0.01% 294
2022
Q4 		$183 Buy
+4
New +$552 ﹤0.01% 648
2022
Q3 		– Sell
-15
Closed -$2K – 294
2022
Q2 		$2K Buy
+15
New +$2.02K ﹤0.01% 317
2020
Q2 		– Sell
-40
Closed -$4K – 143
2020
Q1 		$4K Sell
40
-91
-69% -$11.5K ﹤0.01% 107
2019
Q4 		$16K Buy
+131
New +$17K 0.01% 110

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's IBM Position: Q2 2024 in Review

TFO Wealth Partners sold out of IBM (IBM) in Q2 2024, closing a stake of 3 shares — an estimated $573 sold.

TFO Wealth Partners first reported a position in IBM in Q4 2019 and held it in 9 quarters. The position peaked at $16K in Q4 2019. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • TFO Wealth Partners reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 IBM shares in Q2 2024, an estimated $573.
  • TFO Wealth Partners first reported a position in IBM in Q4 2019 and held it in 9 quarters.
  • TFO Wealth Partners's IBM position peaked at $16K in Q4 2019.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.