True Vision MN’s IBM IBM Stock Holding History

True Vision MN’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	–	Sell	-3,536	Closed	-$782K	–	106
2024 Q3	$782K	Buy	3,536 +237	+7%	+$46.5K	0.47%	35
2024 Q2	$571K	Sell	3,299 -262	-7%	-$45.5K	0.37%	49
2024 Q1	$595K	Sell	3,561 -338	-9%	-$61.7K	0.42%	41
2023 Q4	$638K	Buy	+3,899	New	+$589K	0.51%	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

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

True Vision MN's IBM Position: Q4 2024 in Review

True Vision MN sold out of IBM (IBM) in Q4 2024, closing a stake of 3,536 shares — an estimated $782K sold.

True Vision MN first reported a position in IBM in Q4 2023 and held it in 4 quarters. The position peaked at $782K in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

True Vision MN reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
True Vision MN sold 3,536 IBM shares in Q4 2024, an estimated $782K.
True Vision MN first reported a position in IBM in Q4 2023 and held it in 4 quarters.
True Vision MN's IBM position peaked at $782K in Q3 2024.
3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on True Vision MN's 13F filing for Q4 2024, filed 29 Jan 2025.