Artemis Investment Management’s IBM IBM Stock Holding History

Artemis Investment 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
2023 Q3	–	Sell	-61,150	Closed	-$8.17M	–	215
2023 Q2	$8.17M	Sell	61,150 -11,868	-16%	-$1.53M	0.1%	149
2023 Q1	$9.55M	Sell	73,018 -200,456	-73%	-$26.8M	0.12%	145
2022 Q4	$38.7M	Sell	273,474 -4,385	-2%	-$605K	0.44%	69
2022 Q3	$33M	Sell	277,859 -4,110	-1%	-$539K	0.38%	83
2022 Q2	$39.9M	Buy	+281,969	New	+$38.1M	0.41%	77
2020 Q2	–	Sell	-45,216	Closed	-$4.79K	–	263
2020 Q1	$4.79K	Buy	+45,216	New	+$5.72M	0.01%	173
2019 Q4	–	Sell	-345,075	Closed	-$47.9M	–	238
2019 Q3	$47.9M	Buy	+345,075	New	+$46.5M	0.65%	50
2017 Q1	–	Sell	-27,510	Closed	-$4.37M	–	217
2016 Q4	$4.37M	Buy	+27,510	New	+$4.19M	0.12%	157
2014 Q4	–	Sell	-104	Closed	-$19K	–	252
2014 Q3	$19K	Buy	+104	New	+$18.9K	﹤0.01%	178

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Artemis Investment Management's IBM Position: Q3 2023 in Review

Artemis Investment Management sold out of IBM (IBM) in Q3 2023, closing a stake of 61,150 shares — an estimated $8.17M sold.

Artemis Investment Management first reported a position in IBM in Q3 2014 and held it in 9 quarters. The position peaked at $47.9M in Q3 2019. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Artemis Investment Management reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Artemis Investment Management sold 61,150 IBM shares in Q3 2023, an estimated $8.17M.
Artemis Investment Management first reported a position in IBM in Q3 2014 and held it in 9 quarters.
Artemis Investment Management's IBM position peaked at $47.9M in Q3 2019.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Artemis Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.