Advisor Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.72M | Buy |
26,326
+5,693
| +28% | +$768K | 0.26% | 66 |
|
|
2022
Q1 | $2.68M | Sell |
20,633
-735
| -3% | -$95.9K | 0.17% | 117 |
|
|
2021
Q4 | $2.86M | Sell |
21,368
-1,590
| -7% | -$199K | 0.17% | 108 |
|
|
2021
Q3 | $3.05M | Sell |
22,958
-180
| -0.8% | -$24.1K | 0.21% | 93 |
|
|
2021
Q2 | $3.24M | Buy |
23,138
+801
| +4% | +$110K | 0.21% | 89 |
|
|
2021
Q1 | $2.85M | Buy |
22,337
+515
| +2% | +$61.6K | 0.2% | 96 |
|
|
2020
Q4 | $2.63M | Sell |
21,822
-4,772
| -18% | -$552K | 0.2% | 99 |
|
|
2020
Q3 | $3.09M | Buy |
26,594
+1,371
| +5% | +$161K | 0.27% | 66 |
|
|
2020
Q2 | $2.91M | Buy |
25,223
+2,860
| +13% | +$332K | 0.27% | 67 |
|
|
2020
Q1 | $2.37M | Sell |
22,363
-7,178
| -24% | -$908K | 0.29% | 65 |
|
|
2019
Q4 | $3.86M | Buy |
29,541
+1,466
| +5% | +$191K | 0.4% | 54 |
|
|
2019
Q3 | $3.9M | Buy |
28,075
+4,138
| +17% | +$558K | 0.47% | 42 |
|
|
2019
Q2 | $3.16M | Sell |
23,937
-274
| -1% | -$36K | 0.38% | 47 |
|
|
2019
Q1 | $3.27M | Buy |
24,211
+2,824
| +13% | +$360K | 0.42% | 49 |
|
|
2018
Q4 | $2.32M | Buy |
21,387
+3,720
| +21% | +$446K | 0.37% | 59 |
|
|
2018
Q3 | $2.55M | Buy |
17,667
+3,016
| +21% | +$421K | 0.34% | 56 |
|
|
2018
Q2 | $1.96M | Sell |
14,651
-3,052
| -17% | -$426K | 0.33% | 63 |
|
|
2018
Q1 | $2.6M | Buy |
17,703
+2,247
| +15% | +$340K | 0.48% | 46 |
|
|
2017
Q4 | $2.4M | Buy |
15,456
+2,322
| +18% | +$338K | 0.43% | 47 |
|
|
2017
Q3 | $1.82M | Sell |
13,134
-2,777
| -17% | -$387K | 0.36% | 54 |
|
|
2017
Q2 | $2.34M | Sell |
15,911
-848
| -5% | -$128K | 0.55% | 38 |
|
|
2017
Q1 | $2.79M | Buy |
16,759
+1,140
| +7% | +$191K | 0.74% | 28 |
|
|
2016
Q4 | $2.48M | Buy |
15,619
+465
| +3% | +$70.8K | 0.75% | 27 |
|
|
2016
Q3 | $2.3M | Buy |
15,154
+504
| +3% | +$76.5K | 0.77% | 27 |
|
|
2016
Q2 | $2.13M | Buy |
14,650
+1,351
| +10% | +$193K | 0.74% | 33 |
|
|
2016
Q1 | $1.93M | Sell |
13,299
-525
| -4% | -$67.1K | 0.72% | 36 |
|
|
2015
Q4 | $1.82M | Buy |
13,824
+267
| +2% | +$35.9K | 0.62% | 43 |
|
|
2015
Q3 | $1.9M | Sell |
13,557
-165
| -1% | -$24.4K | 0.8% | 31 |
|
|
2015
Q2 | $2.11M | Buy |
13,722
+1,561
| +13% | +$251K | 0.81% | 27 |
|
|
2015
Q1 | $1.87M | Buy |
12,161
+522
| +4% | +$79.2K | 0.79% | 27 |
|
|
2014
Q4 | $1.8M | Sell |
11,639
-2,835
| -20% | -$451K | 0.79% | 31 |
|
|
2014
Q3 | $2.63M | Sell |
14,474
-71
| -0.5% | -$12.9K | 1.5% | 8 |
|
|
2014
Q2 | $2.52M | Buy |
14,545
+528
| +4% | +$95K | 1.24% | 8 |
|
|
2014
Q1 | $2.58M | Buy |
14,017
+1,784
| +15% | +$314K | 1.42% | 8 |
|
|
2013
Q4 | $2.19M | Buy |
12,233
+173
| +1% | +$29.8K | 1.26% | 13 |
|
|
2013
Q3 | $2.13M | Buy |
12,060
+201
| +2% | +$36.5K | 1.53% | 8 |
|
|
2013
Q2 | $2.17M | Buy |
+11,859
| New | +$2.31M | 1.78% | 4 |
|
Other funds holding IBM
Advisor Partners's IBM Position: Q2 2022 in Review
Advisor Partners increased its IBM (IBM) stake by 28% in Q2 2022, buying an estimated $768K and bringing the position to 26,326 shares worth $3.72M. The position accounts for 0.26% of the portfolio, ranked #66.
Advisor Partners first reported a position in IBM in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.9M in Q3 2019. 2,376 funds tracked by Wall St. Rank hold IBM as of Q2 2022.
- Advisor Partners held 26,326 shares of IBM worth $3.72M as of Q2 2022.
- Advisor Partners bought 5,693 IBM shares in Q2 2022, an estimated $768K.
- IBM made up 0.26% of Advisor Partners's portfolio in Q2 2022, its #66 holding.
- Advisor Partners first reported a position in IBM in Q2 2013 and has held it in 37 quarters since.
- Advisor Partners's IBM position peaked at $3.9M in Q3 2019.
- 2,376 funds tracked by Wall St. Rank held IBM as of Q2 2022.
Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.