VitalStone Financial’s IBM IBM Stock Holding History

VitalStone Financial’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	$95.8K	Buy	433 +3	+0.7%	+$588	0.07%	142
2024 Q2	$74.3K	Sell	430 -10	-2%	-$1.74K	0.05%	153
2024 Q1	$84K	Buy	+440	New	+$80.3K	0.06%	144

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VitalStone Financial's IBM Position: Q3 2024 in Review

VitalStone Financial increased its IBM (IBM) stake by 0.7% in Q3 2024, buying an estimated $588 and bringing the position to 433 shares worth $95.8K. The position accounts for 0.07% of the portfolio, ranked #142.

VitalStone Financial first reported a position in IBM in Q1 2024 and has held it in 3 quarters since. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

VitalStone Financial held 433 shares of IBM worth $95.8K as of Q3 2024.
VitalStone Financial bought 3 IBM shares in Q3 2024, an estimated $588.
IBM made up 0.07% of VitalStone Financial's portfolio in Q3 2024, its #142 holding.
VitalStone Financial first reported a position in IBM in Q1 2024 and has held it in 3 quarters since.
2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.