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Verdad Advisers’s IBM IBM Stock Holding History

Verdad Advisers’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
Q3 		$1.26M Buy
5,677
+253
+5% +$49.6K 1.68% 14
2024
Q2 		$938K Sell
5,424
-1,808
-25% -$314K 1.08% 29
2024
Q1 		$1.38M Buy
+7,232
New +$1.32M 1.5% 12

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Verdad Advisers's IBM Position: Q3 2024 in Review

Verdad Advisers increased its IBM (IBM) stake by 4.7% in Q3 2024, buying an estimated $49.6K and bringing the position to 5,677 shares worth $1.26M. The position accounts for 1.68% of the portfolio, ranked #14.

Verdad Advisers first reported a position in IBM in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.38M in Q1 2024. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Verdad Advisers held 5,677 shares of IBM worth $1.26M as of Q3 2024.
  • Verdad Advisers bought 253 IBM shares in Q3 2024, an estimated $49.6K.
  • IBM made up 1.68% of Verdad Advisers's portfolio in Q3 2024, its #14 holding.
  • Verdad Advisers first reported a position in IBM in Q1 2024 and has held it in 3 quarters since.
  • Verdad Advisers's IBM position peaked at $1.38M in Q1 2024.
  • 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Verdad Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.