Armor Investment Advisors’s IBM IBM Stock Holding History

Armor Investment 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
2023 Q2	–	Sell	-4,193	Closed	-$550K	–	170
2023 Q1	$550K	Sell	4,193 -43	-1%	-$5.75K	0.31%	71
2022 Q4	$597K	Buy	4,236 +36	+0.9%	+$4.97K	0.36%	70
2022 Q3	$499K	Sell	4,200 -3	-0.1%	-$394	0.34%	71
2022 Q2	$593K	Sell	4,203 -124	-3%	-$16.7K	0.38%	65
2022 Q1	$563K	Sell	4,327 -532	-11%	-$69.4K	0.32%	73
2021 Q4	$650K	Buy	4,859 +348	+8%	+$43.6K	0.37%	68
2021 Q3	$599K	Buy	4,511 +6	+0.1%	+$802	0.38%	65
2021 Q2	$631K	Sell	4,505 -109	-2%	-$14.9K	0.38%	62
2021 Q1	$588K	Buy	4,614 +6	+0.1%	+$718	0.38%	60
2020 Q4	$554K	Sell	4,608 -97	-2%	-$11.2K	0.39%	61
2020 Q3	$547K	Buy	4,705 +7	+0.1%	+$824	0.47%	56
2020 Q2	$542K	Sell	4,698 -203	-4%	-$23.6K	0.47%	56
2020 Q1	$520K	Sell	4,901 -98	-2%	-$12.4K	0.53%	51
2019 Q4	$641K	Sell	4,999 -42	-0.8%	-$5.46K	0.5%	55
2019 Q3	$701K	Buy	5,041 +512	+11%	+$69.1K	0.57%	52
2019 Q2	$597K	Hold	4,529	–	–	0.5%	56
2019 Q1	$611K	Buy	4,529 +83	+2%	+$10.6K	0.53%	55
2018 Q4	$483K	Sell	4,446 -126	-3%	-$15.1K	0.49%	57
2018 Q3	$661K	Sell	4,572 -125	-3%	-$17.5K	0.59%	55
2018 Q2	$627K	Sell	4,697 -4	-0.1%	-$558	0.56%	57
2018 Q1	$690K	Sell	4,701 -104	-2%	-$15.7K	0.63%	51
2017 Q4	$705K	Hold	4,805	–	–	0.64%	52
2017 Q3	$667K	Sell	4,805 -32	-0.7%	-$4.46K	0.63%	52
2017 Q2	$711K	Buy	4,837 +21	+0.4%	+$3.17K	0.71%	46
2017 Q1	$802K	Sell	4,816 -188	-4%	-$31.5K	0.8%	43
2016 Q4	$794K	Buy	+5,004	New	+$762K	0.82%	44

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

Armor Investment Advisors's IBM Position: Q2 2023 in Review

Armor Investment Advisors sold out of IBM (IBM) in Q2 2023, closing a stake of 4,193 shares — an estimated $550K sold.

Armor Investment Advisors first reported a position in IBM in Q4 2016 and held it in 26 quarters. The position peaked at $802K in Q1 2017. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

Armor Investment Advisors reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
Armor Investment Advisors sold 4,193 IBM shares in Q2 2023, an estimated $550K.
Armor Investment Advisors first reported a position in IBM in Q4 2016 and held it in 26 quarters.
Armor Investment Advisors's IBM position peaked at $802K in Q1 2017.
2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Armor Investment Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.