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Ahrens Investment Partners’s IBM IBM Stock Holding History

Ahrens Investment Partners’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
Q1 		$210K Sell
1,604
-104
-6% -$13.9K 0.1% 135
2022
Q4 		$241K Buy
+1,708
New +$236K 0.11% 145
2022
Q3 		– Sell
-2,185
Closed -$309K – 505
2022
Q2 		$309K Buy
2,185
+1,359
+165% +$183K 0.14% 122
2022
Q1 		$107K Hold
826
– – 0.03% 260
2021
Q4 		$110K Buy
+826
New +$104K 0.05% 266

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ahrens Investment Partners's IBM Position: Q1 2023 in Review

Ahrens Investment Partners reduced its IBM (IBM) stake by 6.1% in Q1 2023, selling an estimated $13.9K and leaving 1,604 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #135.

Ahrens Investment Partners first reported a position in IBM in Q4 2021 and has held it in 5 quarters since. The position peaked at $309K in Q2 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

  • Ahrens Investment Partners held 1,604 shares of IBM worth $210K as of Q1 2023.
  • Ahrens Investment Partners sold 104 IBM shares in Q1 2023, an estimated $13.9K.
  • IBM made up 0.1% of Ahrens Investment Partners's portfolio in Q1 2023, its #135 holding.
  • Ahrens Investment Partners first reported a position in IBM in Q4 2021 and has held it in 5 quarters since.
  • Ahrens Investment Partners's IBM position peaked at $309K in Q2 2022.
  • 2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.