Artemis Wealth Advisors’s IBM IBM Stock Holding History

Artemis Wealth 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 Q1	–	Sell	-3	Closed	-$423	–	75
2022 Q4	$423	Sell	3 -420	-99%	-$57.9K	﹤0.01%	84
2022 Q3	$50.3K	Buy	+423	New	+$55.5K	0.01%	48

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

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

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

Artemis Wealth Advisors's IBM Position: Q1 2023 in Review

Artemis Wealth Advisors sold out of IBM (IBM) in Q1 2023, closing a stake of 3 shares — an estimated $423 sold.

Artemis Wealth Advisors first reported a position in IBM in Q3 2022 and held it in 2 quarters. The position peaked at $50.3K in Q3 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Artemis Wealth Advisors reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 3 IBM shares in Q1 2023, an estimated $423.
Artemis Wealth Advisors first reported a position in IBM in Q3 2022 and held it in 2 quarters.
Artemis Wealth Advisors's IBM position peaked at $50.3K in Q3 2022.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Artemis Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.