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Zimmermann Investment Management & Planning’s IBM IBM Stock Holding History

Zimmermann Investment Management & Planning’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
-1,177
Closed -$260K – 54
2024
Q3 		$260K Buy
+1,177
New +$231K 0.08% 122
2024
Q2 		– Sell
-1,158
Closed -$221K – 140
2024
Q1 		$221K Sell
1,158
-149
-11% -$27.2K 0.08% 125
2023
Q4 		$214K Buy
+1,307
New +$197K 0.09% 116

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

Zimmermann Investment Management & Planning's IBM Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of IBM (IBM) in Q4 2024, closing a stake of 1,177 shares — an estimated $260K sold.

Zimmermann Investment Management & Planning first reported a position in IBM in Q4 2023 and held it in 3 quarters. The position peaked at $260K in Q3 2024. 3,138 funds tracked by Wall St. Rank hold IBM as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining IBM position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 1,177 IBM shares in Q4 2024, an estimated $260K.
  • Zimmermann Investment Management & Planning first reported a position in IBM in Q4 2023 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's IBM position peaked at $260K in Q3 2024.
  • 3,138 funds tracked by Wall St. Rank held IBM as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.