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Western Pacific Wealth Management’s IBM IBM Stock Holding History

Western Pacific Wealth Management’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
-375
Closed -$82.9K – 239
2024
Q3 		$82.9K Hold
375
– – 0.06% 138
2024
Q2 		$64.9K Hold
375
– – 0.05% 129
2024
Q1 		$71.6K Hold
375
– – 0.05% 123
2023
Q4 		$61.3K Buy
+375
New +$56.7K 0.04% 127
2023
Q2 		– Sell
-251
Closed -$32.9K – 292
2023
Q1 		$32.9K Hold
251
– – 0.03% 167
2022
Q4 		$35.4K Buy
+251
New +$34.6K 0.03% 148

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Western Pacific Wealth Management's IBM Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of IBM (IBM) in Q4 2024, closing a stake of 375 shares — an estimated $82.9K sold.

Western Pacific Wealth Management first reported a position in IBM in Q4 2022 and held it in 6 quarters. The position peaked at $82.9K in Q3 2024. 3,145 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 375 IBM shares in Q4 2024, an estimated $82.9K.
  • Western Pacific Wealth Management first reported a position in IBM in Q4 2022 and held it in 6 quarters.
  • Western Pacific Wealth Management's IBM position peaked at $82.9K in Q3 2024.
  • 3,145 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.