WFG
IBM icon

Wills Financial Group’s IBM IBM Stock Holding History

Wills Financial 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
2023
Q4 		– Sell
-4,840
Closed -$679K – 61
2023
Q3 		$679K Sell
4,840
-1,690
-26% -$240K 0.37% 48
2023
Q2 		$874K Sell
6,530
-6
-0.1% -$774 0.44% 40
2023
Q1 		$857K Buy
6,536
+150
+2% +$20.1K 0.46% 41
2022
Q4 		$900K Hold
6,386
– – 0.5% 38
2022
Q3 		$759K Hold
6,386
– – 0.42% 38
2022
Q2 		$902K Sell
6,386
-155
-2% -$20.9K 0.44% 40
2022
Q1 		$850K Buy
6,541
+155
+2% +$20.2K 0.36% 43
2021
Q4 		$853K Sell
6,386
-294
-4% -$36.9K 0.34% 45
2021
Q3 		$887K Hold
6,680
– – 0.4% 43
2021
Q2 		$936K Buy
+6,680
New +$913K 0.41% 44

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Wills Financial Group's IBM Position: Q4 2023 in Review

Wills Financial Group sold out of IBM (IBM) in Q4 2023, closing a stake of 4,840 shares — an estimated $679K sold.

Wills Financial Group first reported a position in IBM in Q2 2021 and held it in 10 quarters. The position peaked at $936K in Q2 2021. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Wills Financial Group reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
  • Wills Financial Group sold 4,840 IBM shares in Q4 2023, an estimated $679K.
  • Wills Financial Group first reported a position in IBM in Q2 2021 and held it in 10 quarters.
  • Wills Financial Group's IBM position peaked at $936K in Q2 2021.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Wills Financial Group's 13F filing for Q4 2023, filed 15 Feb 2024.