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Bridgeworth’s IBM IBM Stock Holding History

Bridgeworth’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
Q4 		$297K Buy
1,818
+246
+16% +$37.2K 0.03% 143
2023
Q3 		$221K Buy
1,572
+13
+0.8% +$1.85K 0.02% 153
2023
Q2 		$209K Sell
1,559
-324
-17% -$41.8K 0.02% 164
2023
Q1 		$247K Sell
1,883
-230
-11% -$30.8K 0.03% 142
2022
Q4 		$298K Buy
2,113
+12
+0.6% +$1.66K 0.05% 125
2022
Q3 		$250K Sell
2,101
-20
-0.9% -$2.63K 0.06% 118
2022
Q2 		$299K Hold
2,121
– – 0.07% 111
2022
Q1 		$276K Sell
2,121
-413
-16% -$53.9K 0.06% 119
2021
Q4 		$339K Sell
2,534
-210
-8% -$26.3K 0.07% 112
2021
Q3 		$364K Buy
2,744
+421
+18% +$56.3K 0.1% 96
2021
Q2 		$326K Buy
2,323
+139
+6% +$19K 0.09% 101
2021
Q1 		$278K Buy
2,184
+30
+1% +$3.59K 0.09% 101
2020
Q4 		$259K Sell
2,154
-469
-18% -$54.2K 0.09% 102
2020
Q3 		$305K Sell
2,623
-305
-10% -$35.9K 0.11% 91
2020
Q2 		$338K Sell
2,928
-211
-7% -$24.5K 0.13% 88
2020
Q1 		$333K Sell
3,139
-116
-4% -$14.7K 0.15% 86
2019
Q4 		$417K Buy
3,255
+23
+0.7% +$2.99K 0.16% 76
2019
Q3 		$449K Buy
3,232
+978
+43% +$132K 0.17% 72
2019
Q2 		$297K Sell
2,254
-153
-6% -$20.1K 0.11% 90
2019
Q1 		$325K Sell
2,407
-1,268
-35% -$162K 0.13% 85
2018
Q4 		$269K Sell
3,675
-150
-4% -$18K 0.15% 95
2018
Q3 		$381K Buy
3,825
+940
+33% +$131K 0.21% 74
2018
Q2 		$385K Sell
2,885
-1,680
-37% -$234K 0.17% 85
2018
Q1 		$663K Buy
4,565
+2,740
+150% +$415K 0.3% 56
2017
Q4 		$267K Buy
+1,825
New +$265K 0.23% 49
2017
Q3 		– Sell
-3,037
Closed -$444K – 89
2017
Q2 		$444K Sell
3,037
-973
-24% -$147K 0.23% 77
2017
Q1 		$663K Sell
4,010
-334
-8% -$56K 0.35% 60
2016
Q4 		$692K Buy
+4,344
New +$662K 0.38% 51

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bridgeworth's IBM Position: Q4 2023 in Review

Bridgeworth increased its IBM (IBM) stake by 16% in Q4 2023, buying an estimated $37.2K and bringing the position to 1,818 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #143.

Bridgeworth first reported a position in IBM in Q4 2016 and has held it in 28 quarters since. The position peaked at $692K in Q4 2016. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Bridgeworth held 1,818 shares of IBM worth $297K as of Q4 2023.
  • Bridgeworth bought 246 IBM shares in Q4 2023, an estimated $37.2K.
  • IBM made up 0.03% of Bridgeworth's portfolio in Q4 2023, its #143 holding.
  • Bridgeworth first reported a position in IBM in Q4 2016 and has held it in 28 quarters since.
  • Bridgeworth's IBM position peaked at $692K in Q4 2016.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.