A detailed history of Morningstar Investment Services LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Morningstar Investment Services LLC holds 4,673 shares of IBM stock, worth $1.19 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,673
Previous 4,330 7.92%
Holding current value
$1.19 Million
Previous $740,000 39.46%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$175.1 - $223.38 $60,059 - $76,619
343 Added 7.92%
4,673 $1.03 Million
Q2 2024

Aug 13, 2024

SELL
$164.43 - $190.9 $72,513 - $84,186
-441 Reduced 9.24%
4,330 $740,000
Q1 2024

May 15, 2024

SELL
$159.16 - $197.78 $424,320 - $527,281
-2,666 Reduced 35.85%
4,771 $910,000
Q4 2023

Feb 13, 2024

BUY
$136.38 - $164.71 $602,935 - $728,182
4,421 Added 146.58%
7,437 $1.22 Million
Q3 2023

Nov 14, 2023

BUY
$132.08 - $149.83 $116,494 - $132,150
882 Added 41.33%
3,016 $427,000
Q2 2023

Aug 14, 2023

BUY
$120.9 - $138.4 $258,000 - $295,345
2,134 New
2,134 $285,000
Q2 2020

Jul 30, 2020

SELL
$100.52 - $129.78 $519,185 - $670,313
-5,165 Closed
0 $0
Q1 2020

May 04, 2020

BUY
$90.6 - $149.87 $467,948 - $774,078
5,165 New
5,165 $583,000

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $229B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
Track This Portfolio

Track Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.