Benchmark Investment Advisors’s IBM IBM Stock Holding History

Benchmark Investment 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 Q3	–	Sell	-1,496	Closed	-$200K	–	85
2023 Q2	$200K	Sell	1,496 -1,324	-47%	-$171K	0.18%	88
2023 Q1	$370K	Sell	2,820 -297	-10%	-$39.7K	0.38%	64
2022 Q4	$439K	Buy	3,117 +18	+0.6%	+$2.48K	0.46%	62
2022 Q3	$368K	Sell	3,099 -918	-23%	-$120K	0.4%	69
2022 Q2	$567K	Buy	4,017 +1,747	+77%	+$236K	0.59%	54
2022 Q1	$295K	Buy	+2,270	New	+$296K	0.22%	109

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Benchmark Investment Advisors's IBM Position: Q3 2023 in Review

Benchmark Investment Advisors sold out of IBM (IBM) in Q3 2023, closing a stake of 1,496 shares — an estimated $200K sold.

Benchmark Investment Advisors first reported a position in IBM in Q1 2022 and held it in 6 quarters. The position peaked at $567K in Q2 2022. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Benchmark Investment Advisors reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Benchmark Investment Advisors sold 1,496 IBM shares in Q3 2023, an estimated $200K.
Benchmark Investment Advisors first reported a position in IBM in Q1 2022 and held it in 6 quarters.
Benchmark Investment Advisors's IBM position peaked at $567K in Q2 2022.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Benchmark Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.