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BerganKDV Wealth Management’s IBM IBM Stock Holding History

BerganKDV Wealth 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
Q2 		$358K Sell
2,679
-99
-4% -$12.8K 0.04% 191
2023
Q1 		$364K Sell
2,778
-1,206
-30% -$161K 0.04% 196
2022
Q4 		$561K Sell
3,984
-334
-8% -$46.1K 0.06% 159
2022
Q3 		$513K Sell
4,318
-961
-18% -$126K 0.06% 159
2022
Q2 		$745K Buy
5,279
+14
+0.3% +$1.89K 0.09% 140
2022
Q1 		$685K Sell
5,265
-484
-8% -$63.1K 0.07% 158
2021
Q4 		$768K Buy
5,749
+88
+2% +$11K 0.08% 150
2021
Q3 		$752K Buy
5,661
+178
+3% +$23.8K 0.09% 147
2021
Q2 		$768K Buy
5,483
+101
+2% +$13.8K 0.09% 137
2021
Q1 		$686K Sell
5,382
-7
-0.1% -$838 0.09% 144
2020
Q4 		$649K Sell
5,389
-163
-3% -$18.8K 0.09% 139
2020
Q3 		$646K Sell
5,552
-664
-11% -$78.2K 0.1% 129
2020
Q2 		$718K Buy
6,216
+28
+0.5% +$3.25K 0.12% 118
2020
Q1 		$656K Buy
6,188
+1,935
+45% +$245K 0.13% 115
2019
Q4 		$545K Sell
4,253
-168
-4% -$21.8K 0.1% 140
2019
Q3 		$615K Sell
4,421
-13,563
-75% -$1.83M 0.12% 118
2019
Q2 		$2.37M Sell
17,984
-1,180
-6% -$155K 0.47% 45
2019
Q1 		$2.58M Buy
19,164
+1,445
+8% +$184K 0.53% 37
2018
Q4 		$1.93M Buy
17,719
+681
+4% +$81.7K 0.45% 40
2018
Q3 		$2.46M Buy
17,038
+424
+3% +$59.2K 0.53% 35
2018
Q2 		$2.22M Buy
16,614
+241
+1% +$33.6K 0.5% 30
2018
Q1 		$2.4M Buy
16,373
+278
+2% +$42.1K 0.66% 25
2017
Q4 		$2.36M Sell
16,095
-135
-0.8% -$19.6K 0.56% 27
2017
Q3 		$2.25M Buy
16,230
+11,925
+277% +$1.66M 0.56% 27
2017
Q2 		$633K Sell
4,305
-168
-4% -$25.3K 0.18% 105
2017
Q1 		$745K Buy
4,473
+312
+7% +$52.3K 0.22% 92
2016
Q4 		$660K Buy
4,161
+775
+23% +$118K 0.22% 95
2016
Q3 		$514K Sell
3,386
-630
-16% -$95.6K 0.18% 112
2016
Q2 		$583K Buy
4,016
+528
+15% +$75.6K 0.25% 90
2016
Q1 		$505K Buy
+3,488
New +$446K 0.3% 85

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

BerganKDV Wealth Management's IBM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its IBM (IBM) stake by 3.6% in Q2 2023, selling an estimated $12.8K and leaving 2,679 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #191.

BerganKDV Wealth Management first reported a position in IBM in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.58M in Q1 2019. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

  • BerganKDV Wealth Management held 2,679 shares of IBM worth $358K as of Q2 2023.
  • BerganKDV Wealth Management sold 99 IBM shares in Q2 2023, an estimated $12.8K.
  • IBM made up 0.04% of BerganKDV Wealth Management's portfolio in Q2 2023, its #191 holding.
  • BerganKDV Wealth Management first reported a position in IBM in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's IBM position peaked at $2.58M in Q1 2019.
  • 2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.