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Vermillion & White Wealth Management Group’s IBM IBM Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-13
Closed -$2.25K – 366
2024
Q2 		$2.25K Hold
13
– – ﹤0.01% 301
2024
Q1 		$2.48K Hold
13
– – ﹤0.01% 282
2023
Q4 		$2.13K Buy
+13
New +$1.96K ﹤0.01% 244

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 $3.38T AUM 44.17% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vermillion & White Wealth Management Group's IBM Position: Q3 2024 in Review

Vermillion & White Wealth Management Group sold out of IBM (IBM) in Q3 2024, closing a stake of 13 shares — an estimated $2.25K sold.

Vermillion & White Wealth Management Group first reported a position in IBM in Q4 2023 and held it in 3 quarters. The position peaked at $2.48K in Q1 2024. 2,936 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Vermillion & White Wealth Management Group reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 13 IBM shares in Q3 2024, an estimated $2.25K.
  • Vermillion & White Wealth Management Group first reported a position in IBM in Q4 2023 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's IBM position peaked at $2.48K in Q1 2024.
  • 2,936 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.