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TrinityPoint Wealth’s IBM IBM Stock Holding History

TrinityPoint Wealth’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 		$1.44M Buy
6,536
+31
+0.5% +$6.9K 0.2% 116
2024
Q3 		$1.44M Sell
6,505
-80
-1% -$15.7K 0.21% 118
2024
Q2 		$1.14M Buy
6,585
+7
+0.1% +$1.22K 0.18% 131
2024
Q1 		$1.26M Buy
6,578
+2,669
+68% +$487K 0.21% 113
2023
Q4 		$639K Buy
3,909
+428
+12% +$64.7K 0.12% 167
2023
Q3 		$488K Sell
3,481
-37
-1% -$5.26K 0.1% 178
2023
Q2 		$471K Sell
3,518
-222
-6% -$28.6K 0.09% 181
2023
Q1 		$490K Buy
3,740
+23
+0.6% +$3.08K 0.11% 174
2022
Q4 		$524K Sell
3,717
-15
-0.4% -$2.07K 0.12% 166
2022
Q3 		$443K Sell
3,732
-80
-2% -$10.5K 0.1% 169
2022
Q2 		$538K Buy
3,812
+627
+20% +$84.6K 0.12% 149
2022
Q1 		$414K Sell
3,185
-228
-7% -$29.7K 0.08% 202
2021
Q4 		$456K Sell
3,413
-1,209
-26% -$152K 0.08% 198
2021
Q3 		$614K Buy
4,622
+1,031
+29% +$138K 0.12% 149
2021
Q2 		$503K Buy
3,591
+1,023
+40% +$140K 0.1% 170
2021
Q1 		$327K Sell
2,568
-1,407
-35% -$168K 0.08% 194
2020
Q4 		$466K Sell
3,975
-6,256
-61% -$723K 0.11% 152
2020
Q3 		$1.19M Sell
10,231
-2,053
-17% -$242K 0.33% 81
2020
Q2 		$1.42M Buy
12,284
+90
+0.7% +$10.5K 0.45% 62
2020
Q1 		$1.29M Buy
12,194
+6,742
+124% +$853K 0.51% 50
2019
Q4 		$699K Sell
5,452
-491
-8% -$63.8K 0.24% 111
2019
Q3 		$782K Buy
5,943
+927
+18% +$125K 0.27% 100
2019
Q2 		$719K Buy
5,016
+27
+0.5% +$3.55K 0.34% 74
2019
Q1 		$673K Buy
4,989
+1,175
+31% +$150K 0.33% 85
2018
Q4 		$414K Buy
+3,814
New +$458K 0.25% 98

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
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

TrinityPoint Wealth's IBM Position: Q4 2024 in Review

TrinityPoint Wealth increased its IBM (IBM) stake by 0.48% in Q4 2024, buying an estimated $6.9K and bringing the position to 6,536 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #116.

TrinityPoint Wealth first reported a position in IBM in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.44M in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • TrinityPoint Wealth held 6,536 shares of IBM worth $1.44M as of Q4 2024.
  • TrinityPoint Wealth bought 31 IBM shares in Q4 2024, an estimated $6.9K.
  • IBM made up 0.2% of TrinityPoint Wealth's portfolio in Q4 2024, its #116 holding.
  • TrinityPoint Wealth first reported a position in IBM in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's IBM position peaked at $1.44M in Q3 2024.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.