Align Wealth Management’s IBM IBM Stock Holding History

Align 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
2022 Q4	$184K	Buy	+1,548	New	+$214K	0.16%	28

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Align Wealth Management's IBM Position: Q4 2022 in Review

Align Wealth Management opened a new position in IBM (IBM) in Q4 2022: 1,548 shares worth $184K. The stake represents 0.16% of the portfolio and ranks #28 among its holdings.

2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Align Wealth Management held 1,548 shares of IBM worth $184K as of Q4 2022.
IBM was a new Align Wealth Management position in Q4 2022.
IBM made up 0.16% of Align Wealth Management's portfolio in Q4 2022, its #28 holding.
2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.