AJ Wealth Strategies’s IBM IBM Stock Holding History

AJ Wealth Strategies’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 Q2	$277K	Buy	2,068 +93	+5%	+$12K	0.01%	249
2023 Q1	$259K	Buy	1,975 +5	+0.3%	+$669	0.01%	246
2022 Q4	$278K	Hold	1,970	–	–	0.01%	245
2022 Q3	$234K	Buy	1,970 +10	+0.5%	+$1.31K	0.01%	264
2022 Q2	$277K	Hold	1,960	–	–	0.01%	247
2022 Q1	$255K	Sell	1,960 -60	-3%	-$7.83K	0.01%	273
2021 Q4	$270K	Sell	2,020 -92	-4%	-$11.5K	0.01%	257
2021 Q3	$280K	Buy	2,112 +3	+0.1%	+$401	0.02%	245
2021 Q2	$296K	Buy	2,109 +18	+0.9%	+$2.46K	0.02%	229
2021 Q1	$266K	Buy	2,091 +1	+0%	+$120	0.02%	225
2020 Q4	$252K	Hold	2,090	–	–	0.02%	204
2020 Q3	$243K	Buy	+2,090	New	+$246K	0.02%	189

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AJ Wealth Strategies's IBM Position: Q2 2023 in Review

AJ Wealth Strategies increased its IBM (IBM) stake by 4.7% in Q2 2023, buying an estimated $12K and bringing the position to 2,068 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #249.

AJ Wealth Strategies first reported a position in IBM in Q3 2020 and has held it in 12 quarters since. The position peaked at $296K in Q2 2021. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

AJ Wealth Strategies held 2,068 shares of IBM worth $277K as of Q2 2023.
AJ Wealth Strategies bought 93 IBM shares in Q2 2023, an estimated $12K.
IBM made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #249 holding.
AJ Wealth Strategies first reported a position in IBM in Q3 2020 and has held it in 12 quarters since.
AJ Wealth Strategies's IBM position peaked at $296K in Q2 2021.
2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.