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WR Wealth Planners’s IBM IBM Stock Holding History

WR Wealth Planners’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 		$356K Buy
1,618
+14
+0.9% +$3.12K 0.11% 115
2024
Q3 		$355K Sell
1,604
-38
-2% -$7.45K 0.1% 129
2024
Q2 		$284K Sell
1,642
-3
-0.2% -$521 0.09% 138
2024
Q1 		$314K Buy
1,645
+24
+1% +$4.38K 0.1% 132
2023
Q4 		$265K Sell
1,621
-19
-1% -$2.87K 0.1% 151
2023
Q3 		$230K Buy
1,640
+284
+21% +$40.4K 0.09% 153
2023
Q2 		$181K Buy
1,356
+744
+122% +$96K 0.07% 179
2023
Q1 		$80.3K Buy
612
+75
+14% +$10K 0.03% 266
2022
Q4 		$75.6K Buy
537
+5
+0.9% +$690 0.05% 150
2022
Q3 		$63.2K Buy
532
+10
+2% +$1.31K 0.04% 151
2022
Q2 		$73.6K Sell
522
-66
-11% -$8.91K 0.05% 146
2022
Q1 		$76.5K Buy
+588
New +$76.7K 0.05% 147

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WR Wealth Planners's IBM Position: Q4 2024 in Review

WR Wealth Planners increased its IBM (IBM) stake by 0.87% in Q4 2024, buying an estimated $3.12K and bringing the position to 1,618 shares worth $356K. The position accounts for 0.11% of the portfolio, ranked #115.

WR Wealth Planners first reported a position in IBM in Q1 2022 and has held it in 12 quarters since. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • WR Wealth Planners held 1,618 shares of IBM worth $356K as of Q4 2024.
  • WR Wealth Planners bought 14 IBM shares in Q4 2024, an estimated $3.12K.
  • IBM made up 0.11% of WR Wealth Planners's portfolio in Q4 2024, its #115 holding.
  • WR Wealth Planners first reported a position in IBM in Q1 2022 and has held it in 12 quarters since.
  • 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.