Bard Financial Services’s IBM IBM Stock Holding History

Bard Financial Services’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
2025 Q3	$3.27M	Sell	11,605 -125	-1%	-$32.7K	0.36%	71
2025 Q2	$3.46M	Sell	11,730 -670	-5%	-$173K	0.41%	62
2025 Q1	$3.08M	Buy	12,400 +10	+0.1%	+$2.45K	0.38%	66
2024 Q4	$2.72M	Hold	12,390	–	–	0.33%	71
2024 Q3	$2.74M	Sell	12,390 -18,470	-60%	-$3.62M	0.32%	72
2024 Q2	$5.34M	Hold	30,860	–	–	0.55%	48
2024 Q1	$5.89M	Buy	30,860 +150	+0.5%	+$27.4K	0.63%	44
2023 Q4	$5.02M	Buy	30,710 +125	+0.4%	+$18.9K	0.56%	48
2023 Q3	$4.29M	Sell	30,585 -305	-1%	-$43.4K	0.53%	50
2023 Q2	$4.13M	Sell	30,890 -1,000	-3%	-$129K	0.31%	76
2023 Q1	$4.18M	Sell	31,890 -500	-2%	-$66.9K	0.33%	74
2022 Q4	$4.56M	Buy	32,390 +680	+2%	+$93.8K	0.39%	65
2022 Q3	$3.77M	Buy	31,710 +825	+3%	+$108K	0.35%	70
2022 Q2	$4.36M	Buy	30,885 +1,750	+6%	+$236K	0.4%	61
2022 Q1	$3.79M	Buy	29,135 +1,850	+7%	+$241K	0.31%	83
2021 Q4	$3.65M	Sell	27,285 -994	-4%	-$125K	0.29%	83
2021 Q3	$3.76M	Hold	28,279	–	–	0.33%	79
2021 Q2	$3.96M	Buy	28,279 +523	+2%	+$71.5K	0.35%	78
2021 Q1	$3.54M	Sell	27,756 -261	-0.9%	-$31.2K	0.34%	80
2020 Q4	$3.37M	Buy	+28,017	New	+$3.24M	0.34%	80

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return