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Arbor Wealth Management’s IBM IBM Stock Holding History

Arbor 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
2021
Q4 		$202K Buy
+1,514
New +$190K 0.04% 61
2019
Q3 		– Sell
-1,051
Closed -$139K – 118
2019
Q2 		$139K Buy
1,051
+2
+0.2% +$263 0.08% 58
2019
Q1 		$142K Sell
1,049
-135
-11% -$17.2K 0.09% 59
2018
Q4 		$129K Buy
+1,184
New +$142K 0.11% 56

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Arbor Wealth Management's IBM Position: Q4 2021 in Review

Arbor Wealth Management opened a new position in IBM (IBM) in Q4 2021: 1,514 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #61 among its holdings. This is a return to the name: Arbor Wealth Management previously reported a position in IBM as recently as Q2 2019.

Arbor Wealth Management first reported a position in IBM in Q4 2018 and has held it in 4 quarters since. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

  • Arbor Wealth Management held 1,514 shares of IBM worth $202K as of Q4 2021.
  • IBM was a new Arbor Wealth Management position in Q4 2021.
  • IBM made up 0.04% of Arbor Wealth Management's portfolio in Q4 2021, its #61 holding.
  • Arbor Wealth Management first reported a position in IBM in Q4 2018 and has held it in 4 quarters since.
  • 2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.