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Asset Planning Services Inc’s IBM IBM Stock Holding History

Asset Planning Services Inc’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
Q1 		– Sell
-22,816
Closed -$3.05M – 44
2021
Q4 		$3.05M Sell
22,816
-2,302
-9% -$289K 1.64% 28
2021
Q3 		$3.34M Buy
25,118
+4
+0% +$535 1.97% 27
2021
Q2 		$3.52M Buy
25,114
+315
+1% +$43.1K 2.04% 27
2021
Q1 		$3.16M Sell
24,799
-441
-2% -$52.8K 1.91% 27
2020
Q4 		$3.04M Sell
25,240
-954
-4% -$110K 1.94% 27
2020
Q3 		$3.05M Sell
26,194
-447
-2% -$52.6K 2.09% 26
2020
Q2 		$3.08M Sell
26,641
-519
-2% -$60.3K 2.22% 24
2020
Q1 		$2.88M Sell
27,160
-180
-0.7% -$22.8K 2.38% 24
2019
Q4 		$3.5M Sell
27,340
-557
-2% -$72.4K 2.23% 28
2019
Q3 		$3.88M Sell
27,897
-887
-3% -$120K 2.52% 26
2019
Q2 		$3.79M Buy
28,784
+2,434
+9% +$320K 2.47% 27
2019
Q1 		$3.55M Sell
26,350
-102
-0.4% -$13K 2.43% 29
2018
Q4 		$2.88M Sell
26,452
-291
-1% -$34.9K 2.18% 28
2018
Q3 		$3.87M Sell
26,743
-626
-2% -$87.5K 2.65% 22
2018
Q2 		$3.65M Sell
27,369
-470
-2% -$65.5K 2.63% 27
2018
Q1 		$4.08M Buy
27,839
+680
+3% +$103K 3.02% 18
2017
Q4 		$3.98M Buy
27,159
+3,216
+13% +$468K 2.81% 23
2017
Q3 		$3.32M Hold
23,943
– – 2.69% 27
2017
Q2 		$3.52M Buy
23,943
+680
+3% +$103K 2.96% 24
2017
Q1 		$3.87M Buy
23,263
+52
+0.2% +$8.72K 3.29% 14
2016
Q4 		$3.68M Buy
+23,211
New +$3.54M 3.46% 18

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Asset Planning Services Inc's IBM Position: Q1 2022 in Review

Asset Planning Services Inc sold out of IBM (IBM) in Q1 2022, closing a stake of 22,816 shares — an estimated $3.05M sold.

Asset Planning Services Inc first reported a position in IBM in Q4 2016 and held it in 21 quarters. The position peaked at $4.08M in Q1 2018. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

  • Asset Planning Services Inc reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
  • Asset Planning Services Inc sold 22,816 IBM shares in Q1 2022, an estimated $3.05M.
  • Asset Planning Services Inc first reported a position in IBM in Q4 2016 and held it in 21 quarters.
  • Asset Planning Services Inc's IBM position peaked at $4.08M in Q1 2018.
  • 2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Asset Planning Services Inc's 13F filing for Q1 2022, filed 22 Apr 2022.