Bivin & Associates’s IBM IBM Stock Holding History

Bivin & Associates’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
2022 Q2	$14K	Hold	100	–	–	0.02%	151
2022 Q1	$13K	Hold	100	–	–	0.01%	165
2021 Q4	$13K	Buy	+100	New	+$12.5K	0.01%	163

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bivin & Associates's IBM Position: Q2 2022 in Review

Bivin & Associates held its IBM (IBM) position steady in Q2 2022 at 100 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #151.

Bivin & Associates first reported a position in IBM in Q4 2021 and has held it in 3 quarters since. 2,376 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Bivin & Associates held 100 shares of IBM worth $14K as of Q2 2022.
Bivin & Associates left its IBM share count unchanged in Q2 2022.
IBM made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #151 holding.
Bivin & Associates first reported a position in IBM in Q4 2021 and has held it in 3 quarters since.
2,376 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.