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BDO Wealth Advisors’s IBM IBM Stock Holding History

BDO Wealth Advisors’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
Q2 		$3.34M Buy
24,976
+129
+0.5% +$16.6K 0.38% 58
2023
Q1 		$3.26M Sell
24,847
-3,062
-11% -$410K 0.4% 52
2022
Q4 		$3.93M Buy
27,909
+716
+3% +$98.8K 0.49% 36
2022
Q3 		$3.23M Buy
27,193
+904
+3% +$119K 0.43% 44
2022
Q2 		$3.71M Buy
26,289
+179
+0.7% +$24.2K 0.46% 40
2022
Q1 		$3.4M Buy
26,110
+1,044
+4% +$136K 0.36% 51
2021
Q4 		$3.35M Sell
25,066
-394
-2% -$49.4K 0.35% 53
2021
Q3 		$3.38M Sell
25,460
-586
-2% -$78.3K 0.37% 49
2021
Q2 		$3.65M Sell
26,046
-444
-2% -$60.7K 0.4% 49
2021
Q1 		$3.38M Buy
26,490
+16,549
+166% +$1.98M 0.4% 50
2020
Q4 		$1.2M Buy
9,941
+903
+10% +$104K 0.17% 92
2020
Q3 		$1.05M Buy
9,038
+591
+7% +$69.6K 0.17% 89
2020
Q2 		$975K Buy
8,447
+326
+4% +$37.9K 0.17% 92
2020
Q1 		$861K Buy
8,121
+1,456
+22% +$184K 0.17% 92
2019
Q4 		$854K Sell
6,665
-1,843
-22% -$240K 0.22% 83
2019
Q3 		$1.18M Sell
8,508
-146
-2% -$19.7K 0.3% 66
2019
Q2 		$1.14M Buy
8,654
+1,628
+23% +$214K 0.31% 67
2019
Q1 		$948K Buy
7,026
+1,029
+17% +$131K 0.28% 71
2018
Q4 		$652K Sell
5,997
-2,945
-33% -$353K 0.22% 84
2018
Q3 		$1.29M Buy
8,942
+4,790
+115% +$669K 0.42% 50
2018
Q2 		$554K Buy
4,152
+590
+17% +$82.3K 0.19% 89
2018
Q1 		$523K Buy
3,562
+863
+32% +$131K 0.2% 83
2017
Q4 		$396K Sell
2,699
-245
-8% -$35.6K 0.18% 88
2017
Q3 		$408K Sell
2,944
-1,937
-40% -$270K 0.2% 79
2017
Q2 		$718K Buy
+4,881
New +$736K 0.31% 58

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BDO Wealth Advisors's IBM Position: Q2 2023 in Review

BDO Wealth Advisors increased its IBM (IBM) stake by 0.52% in Q2 2023, buying an estimated $16.6K and bringing the position to 24,976 shares worth $3.34M. The position accounts for 0.38% of the portfolio, ranked #58.

BDO Wealth Advisors first reported a position in IBM in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.93M in Q4 2022. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

  • BDO Wealth Advisors held 24,976 shares of IBM worth $3.34M as of Q2 2023.
  • BDO Wealth Advisors bought 129 IBM shares in Q2 2023, an estimated $16.6K.
  • IBM made up 0.38% of BDO Wealth Advisors's portfolio in Q2 2023, its #58 holding.
  • BDO Wealth Advisors first reported a position in IBM in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's IBM position peaked at $3.93M in Q4 2022.
  • 2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.