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American Portfolios Advisors’s IBM IBM Stock Holding History

American Portfolios Advisors’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
Q3 		$3.48M Sell
29,259
-341
-1% -$44.8K 0.15% 140
2022
Q2 		$4.18M Buy
29,600
+381
+1% +$51.4K 0.17% 120
2022
Q1 		$3.8M Buy
29,219
+2,613
+10% +$341K 0.13% 161
2021
Q4 		$3.56M Buy
26,606
+4,016
+18% +$504K 0.12% 169
2021
Q3 		$3M Buy
22,590
+2,096
+10% +$280K 0.11% 184
2021
Q2 		$2.87M Buy
20,494
+2,296
+13% +$314K 0.11% 187
2021
Q1 		$2.32M Buy
18,198
+1,045
+6% +$125K 0.1% 195
2020
Q4 		$2.06M Sell
17,153
-2,011
-10% -$232K 0.11% 192
2020
Q3 		$2.23M Buy
19,164
+91
+0.5% +$10.7K 0.13% 157
2020
Q2 		$2.2M Buy
19,073
+713
+4% +$82.8K 0.14% 151
2020
Q1 		$1.95M Buy
18,360
+4,469
+32% +$565K 0.16% 136
2019
Q4 		$1.78M Buy
13,891
+927
+7% +$120K 0.13% 161
2019
Q3 		$1.8M Buy
12,964
+138
+1% +$18.6K 0.15% 146
2019
Q2 		$1.69M Buy
12,826
+809
+7% +$106K 0.14% 156
2019
Q1 		$1.62M Buy
12,017
+1,545
+15% +$197K 0.15% 136
2018
Q4 		$1.14M Sell
10,472
-991
-9% -$119K 0.14% 152
2018
Q3 		$1.66M Sell
11,463
-488
-4% -$68.2K 0.19% 110
2018
Q2 		$1.6M Buy
11,951
+1,314
+12% +$183K 0.22% 94
2018
Q1 		$1.56M Buy
10,637
+832
+8% +$126K 0.23% 90
2017
Q4 		$1.44M Buy
+9,805
New +$1.43M 0.23% 95

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

American Portfolios Advisors's IBM Position: Q3 2022 in Review

American Portfolios Advisors reduced its IBM (IBM) stake by 1.2% in Q3 2022, selling an estimated $44.8K and leaving 29,259 shares worth $3.48M. The position accounts for 0.15% of the portfolio, ranked #140.

American Portfolios Advisors first reported a position in IBM in Q4 2017 and has held it in 20 quarters since. The position peaked at $4.18M in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • American Portfolios Advisors held 29,259 shares of IBM worth $3.48M as of Q3 2022.
  • American Portfolios Advisors sold 341 IBM shares in Q3 2022, an estimated $44.8K.
  • IBM made up 0.15% of American Portfolios Advisors's portfolio in Q3 2022, its #140 holding.
  • American Portfolios Advisors first reported a position in IBM in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's IBM position peaked at $4.18M in Q2 2022.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.