Wellington Wealth Strategies’s IBM IBM Stock Holding History

Wellington Wealth Strategies’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 Q2	–	Sell	-2,576	Closed	-$492K	–	104
2024 Q1	$492K	Buy	+2,576	New	+$470K	0.23%	85

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Wealth Strategies's IBM Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of IBM (IBM) in Q2 2024, closing a stake of 2,576 shares — an estimated $492K sold.

Wellington Wealth Strategies first reported a position in IBM in Q1 2024 and held it in 1 quarter. The position peaked at $492K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

Wellington Wealth Strategies reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
Wellington Wealth Strategies sold 2,576 IBM shares in Q2 2024, an estimated $492K.
Wellington Wealth Strategies first reported a position in IBM in Q1 2024 and held it in 1 quarter.
Wellington Wealth Strategies's IBM position peaked at $492K in Q1 2024.
2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.