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Axiom Financial Strategies’s IBM IBM Stock Holding History

Axiom Financial Strategies’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
Q4 		– Sell
-1,998
Closed -$237K – 50
2022
Q3 		$237K Sell
1,998
-14
-0.7% -$1.84K 0.13% 57
2022
Q2 		$284K Buy
2,012
+360
+22% +$48.6K 0.15% 52
2022
Q1 		$219K Buy
1,652
+10
+0.6% +$1.3K 0.11% 66
2021
Q4 		$220K Sell
1,642
-65
-4% -$8.15K 0.1% 77
2021
Q3 		$227K Buy
1,707
+8
+0.5% +$1.07K 0.11% 70
2021
Q2 		$238K Buy
1,699
+9
+0.5% +$1.23K 0.11% 62
2021
Q1 		$215K Sell
1,690
-233
-12% -$27.9K 0.11% 67
2020
Q4 		$224K Hold
1,923
– – 0.13% 62
2020
Q3 		$224K Sell
1,923
-10
-0.5% -$1.18K 0.13% 62
2020
Q2 		$223K Sell
1,933
-126
-6% -$14.6K 0.15% 57
2020
Q1 		$218K Buy
+2,059
New +$260K 0.18% 55

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Axiom Financial Strategies's IBM Position: Q4 2022 in Review

Axiom Financial Strategies sold out of IBM (IBM) in Q4 2022, closing a stake of 1,998 shares — an estimated $237K sold.

Axiom Financial Strategies first reported a position in IBM in Q1 2020 and held it in 11 quarters. The position peaked at $284K in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Axiom Financial Strategies reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 1,998 IBM shares in Q4 2022, an estimated $237K.
  • Axiom Financial Strategies first reported a position in IBM in Q1 2020 and held it in 11 quarters.
  • Axiom Financial Strategies's IBM position peaked at $284K in Q2 2022.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.