Barber Financial Group’s IBM IBM Stock Holding History

Barber Financial Group’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	$251K	Sell	1,915 -168	-8%	-$22.5K	0.04%	119
2022 Q4	$293K	Buy	2,083 +95	+5%	+$13.1K	0.08%	103
2022 Q3	$236K	Sell	1,988 -226	-10%	-$29.7K	0.07%	117
2022 Q2	$313K	Buy	2,214 +250	+13%	+$33.7K	0.05%	105
2022 Q1	$255K	Buy	1,964 +14	+0.7%	+$1.83K	0.03%	127
2021 Q4	$261K	Sell	1,950 -75	-4%	-$9.41K	0.03%	141
2021 Q3	$269K	Buy	2,025 +25	+1%	+$3.34K	0.03%	135
2021 Q2	$280K	Hold	2,000	–	–	0.04%	127
2021 Q1	$255K	Buy	2,000 +21	+1%	+$2.51K	0.04%	121
2020 Q4	$238K	Hold	1,979	–	–	0.04%	120
2020 Q3	$230K	Hold	1,979	–	–	0.05%	112
2020 Q2	$228K	Hold	1,979	–	–	0.05%	105
2020 Q1	$210K	Hold	1,979	–	–	0.07%	101
2019 Q4	$254K	Hold	1,979	–	–	0.05%	126
2019 Q3	$275K	Sell	1,979 -66	-3%	-$8.9K	0.06%	110
2019 Q2	$270K	Buy	+2,045	New	+$269K	0.06%	113

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

Barber Financial Group's IBM Position: Q1 2023 in Review

Barber Financial Group reduced its IBM (IBM) stake by 8.1% in Q1 2023, selling an estimated $22.5K and leaving 1,915 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #119.

Barber Financial Group first reported a position in IBM in Q2 2019 and has held it in 16 quarters since. The position peaked at $313K in Q2 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Barber Financial Group held 1,915 shares of IBM worth $251K as of Q1 2023.
Barber Financial Group sold 168 IBM shares in Q1 2023, an estimated $22.5K.
IBM made up 0.04% of Barber Financial Group's portfolio in Q1 2023, its #119 holding.
Barber Financial Group first reported a position in IBM in Q2 2019 and has held it in 16 quarters since.
Barber Financial Group's IBM position peaked at $313K in Q2 2022.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.