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Absher Wealth Management’s IBM IBM Stock Holding History

Absher 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
2021
Q3 		– Sell
-9,468
Closed -$1.33M – 69
2021
Q2 		$1.33M Sell
9,468
-586
-6% -$80.1K 0.24% 33
2021
Q1 		$1.28M Sell
10,054
-94
-0.9% -$11.3K 0.24% 33
2020
Q4 		$1.22M Hold
10,148
– – 0.26% 35
2020
Q3 		$1.18M Hold
10,148
– – 0.28% 32
2020
Q2 		$1.17M Sell
10,148
-292
-3% -$33.9K 0.3% 32
2020
Q1 		$1.11M Sell
10,440
-241
-2% -$30.5K 0.34% 31
2019
Q4 		$1.43M Buy
+10,681
New +$1.39M 0.36% 31

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Absher Wealth Management's IBM Position: Q3 2021 in Review

Absher Wealth Management sold out of IBM (IBM) in Q3 2021, closing a stake of 9,468 shares — an estimated $1.33M sold.

Absher Wealth Management first reported a position in IBM in Q4 2019 and held it in 7 quarters. The position peaked at $1.43M in Q4 2019. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Absher Wealth Management reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
  • Absher Wealth Management sold 9,468 IBM shares in Q3 2021, an estimated $1.33M.
  • Absher Wealth Management first reported a position in IBM in Q4 2019 and held it in 7 quarters.
  • Absher Wealth Management's IBM position peaked at $1.43M in Q4 2019.
  • 2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Absher Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.