Baldrige Asset Management’s IBM IBM Stock Holding History

Baldrige Asset 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 Q1	$15K	Hold	112	–	–	0.01%	236
2022 Q4	$16K	Hold	112	–	–	0.01%	225
2022 Q3	$13K	Hold	112	–	–	0.01%	234
2022 Q2	$16K	Hold	112	–	–	0.01%	228
2022 Q1	$15K	Hold	112	–	–	0.01%	247
2021 Q4	$15K	Sell	112 -5	-4%	-$627	0.01%	254
2021 Q3	$16K	Hold	117	–	–	0.01%	254
2021 Q2	$16K	Buy	+117	New	+$16K	0.01%	263
2020 Q1	–	Sell	-275	Closed	-$35K	–	75
2019 Q4	$35K	Hold	275	–	–	0.03%	78
2019 Q3	$38K	Sell	275 -125	-31%	-$16.9K	0.03%	76
2019 Q2	$53K	Hold	400	–	–	0.05%	71
2019 Q1	$54K	Buy	+400	New	+$51K	0.05%	69

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

Baldrige Asset Management's IBM Position: Q1 2023 in Review

Baldrige Asset Management held its IBM (IBM) position steady in Q1 2023 at 112 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #236.

Baldrige Asset Management first reported a position in IBM in Q1 2019 and has held it in 12 quarters since. The position peaked at $54K in Q1 2019. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Baldrige Asset Management held 112 shares of IBM worth $15K as of Q1 2023.
Baldrige Asset Management left its IBM share count unchanged in Q1 2023.
IBM made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #236 holding.
Baldrige Asset Management first reported a position in IBM in Q1 2019 and has held it in 12 quarters since.
Baldrige Asset Management's IBM position peaked at $54K in Q1 2019.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.