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B. Riley Wealth Management’s IBM IBM Stock Holding History

B. Riley Wealth 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
2022
Q2 		$3.19K Buy
22,593
+12,120
+116% +$1.64M ﹤0.01% 172
2022
Q1 		$1.36M Sell
10,473
-362
-3% -$47.2K 0.1% 182
2021
Q4 		$1.45M Buy
10,835
+1,938
+22% +$243K 0.1% 185
2021
Q3 		$1.18M Buy
+8,897
New +$1.19M 0.09% 205
2020
Q3 		– Sell
-17,001
Closed -$1.96M – 460
2020
Q2 		$1.96M Sell
17,001
-15,726
-48% -$1.83M 0.22% 103
2020
Q1 		$3.47M Buy
32,727
+16,895
+107% +$2.14M 0.36% 77
2019
Q4 		$2.03M Buy
15,832
+6,173
+64% +$802K 0.3% 77
2019
Q3 		$1.34M Buy
9,659
+272
+3% +$36.7K 0.23% 99
2019
Q2 		$1.24K Sell
9,387
-426
-4% -$56K 0.19% 104
2019
Q1 		$1.32M Buy
9,813
+3,778
+63% +$482K 0.23% 97
2018
Q4 		$656K Sell
6,035
-1,556
-20% -$187K 0.14% 160
2018
Q3 		$1.1M Buy
+7,591
New +$1.06M 0.27% 89
2015
Q3 		– Sell
-549
Closed -$85K – 415
2015
Q2 		$85K Hold
549
– – 0.07% 304
2015
Q1 		$84K Sell
549
-334
-38% -$50.7K 0.06% 324
2014
Q4 		$135K Buy
883
+188
+27% +$29.9K 0.11% 217
2014
Q3 		$126K Sell
695
-2,549
-79% -$464K 0.09% 257
2014
Q2 		$562K Buy
3,244
+91
+3% +$16.4K 0.36% 59
2014
Q1 		$580K Buy
+3,153
New +$555K 0.43% 40

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

B. Riley Wealth Management's IBM Position: Q2 2022 in Review

B. Riley Wealth Management increased its IBM (IBM) stake by 116% in Q2 2022, buying an estimated $1.64M and bringing the position to 22,593 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

B. Riley Wealth Management first reported a position in IBM in Q1 2014 and has held it in 18 quarters since. The position peaked at $3.47M in Q1 2020. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • B. Riley Wealth Management held 22,593 shares of IBM worth $3.19K as of Q2 2022.
  • B. Riley Wealth Management bought 12,120 IBM shares in Q2 2022, an estimated $1.64M.
  • IBM made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #172 holding.
  • B. Riley Wealth Management first reported a position in IBM in Q1 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Management's IBM position peaked at $3.47M in Q1 2020.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.