AWM
IBM icon

Altium Wealth Management’s IBM IBM Stock Holding History

Altium 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
Q2 		$3.08M Buy
21,828
+2,117
+11% +$286K 0.22% 57
2022
Q1 		$2.56M Buy
19,711
+3,626
+23% +$473K 0.17% 73
2021
Q4 		$2.15M Sell
16,085
-2,176
-12% -$273K 0.14% 84
2021
Q3 		$2.42M Buy
18,261
+1,263
+7% +$169K 0.17% 67
2021
Q2 		$2.38M Sell
16,998
-166
-1% -$22.7K 0.17% 67
2021
Q1 		$2.19M Buy
17,164
+2,868
+20% +$343K 0.18% 66
2020
Q4 		$1.72M Sell
14,296
-768
-5% -$88.8K 0.15% 77
2020
Q3 		$1.75M Sell
15,064
-2,384
-14% -$281K 0.18% 68
2020
Q2 		$2.02M Sell
17,448
-1,672
-9% -$194K 0.23% 53
2020
Q1 		$2.03M Buy
19,120
+2,915
+18% +$369K 0.28% 44
2019
Q4 		$2.08M Buy
16,205
+610
+4% +$79.3K 0.25% 53
2019
Q3 		$2.17M Buy
15,595
+720
+5% +$97.1K 0.29% 47
2019
Q2 		$1.96M Sell
14,875
-293
-2% -$38.5K 0.28% 47
2019
Q1 		$2.05M Buy
15,168
+357
+2% +$45.5K 0.33% 40
2018
Q4 		$1.61M Sell
14,811
-2,098
-12% -$252K 0.31% 49
2018
Q3 		$2.44M Buy
16,909
+1,878
+12% +$262K 0.47% 36
2018
Q2 		$2.01M Buy
15,031
+13,027
+650% +$1.82M 0.54% 35
2018
Q1 		$294K Buy
2,004
+474
+31% +$71.7K 0.12% 129
2017
Q4 		$224K Buy
+1,530
New +$222K 0.1% 143

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Altium Wealth Management's IBM Position: Q2 2022 in Review

Altium Wealth Management increased its IBM (IBM) stake by 11% in Q2 2022, buying an estimated $286K and bringing the position to 21,828 shares worth $3.08M. The position accounts for 0.22% of the portfolio, ranked #57.

Altium Wealth Management first reported a position in IBM in Q4 2017 and has held it in 19 quarters since. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Altium Wealth Management held 21,828 shares of IBM worth $3.08M as of Q2 2022.
  • Altium Wealth Management bought 2,117 IBM shares in Q2 2022, an estimated $286K.
  • IBM made up 0.22% of Altium Wealth Management's portfolio in Q2 2022, its #57 holding.
  • Altium Wealth Management first reported a position in IBM in Q4 2017 and has held it in 19 quarters since.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.