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Advisor Partners II’s IBM IBM Stock Holding History

Advisor Partners II’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
Q3 		$3.94M Buy
28,075
+950
+4% +$135K 0.16% 134
2023
Q2 		$3.63M Buy
27,125
+299
+1% +$38.6K 0.17% 114
2023
Q1 		$3.52M Sell
26,826
-2,369
-8% -$317K 0.19% 103
2022
Q4 		$4.11M Buy
29,195
+2,894
+11% +$399K 0.26% 80
2022
Q3 		$3.13M Buy
+26,301
New +$3.45M 0.24% 85

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Partners II's IBM Position: Q3 2023 in Review

Advisor Partners II increased its IBM (IBM) stake by 3.5% in Q3 2023, buying an estimated $135K and bringing the position to 28,075 shares worth $3.94M. The position accounts for 0.16% of the portfolio, ranked #134.

Advisor Partners II first reported a position in IBM in Q3 2022 and has held it in 5 quarters since. The position peaked at $4.11M in Q4 2022. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • Advisor Partners II held 28,075 shares of IBM worth $3.94M as of Q3 2023.
  • Advisor Partners II bought 950 IBM shares in Q3 2023, an estimated $135K.
  • IBM made up 0.16% of Advisor Partners II's portfolio in Q3 2023, its #134 holding.
  • Advisor Partners II first reported a position in IBM in Q3 2022 and has held it in 5 quarters since.
  • Advisor Partners II's IBM position peaked at $4.11M in Q4 2022.
  • 2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.