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Brightworth’s IBM IBM Stock Holding History

Brightworth’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
Q3 		$200K Hold
1,685
– – 0.02% 126
2022
Q2 		$238K Hold
1,685
– – 0.03% 117
2022
Q1 		$219K Sell
1,685
-402
-19% -$52.4K 0.02% 118
2021
Q4 		$279K Buy
+2,087
New +$262K 0.03% 109
2021
Q3 		– Sell
-1,448
Closed -$203K – 112
2021
Q2 		$203K Buy
+1,448
New +$198K 0.02% 102
2020
Q1 		– Sell
-1,660
Closed -$213K – 84
2019
Q4 		$213K Buy
+1,660
New +$216K 0.04% 91
2018
Q4 		– Sell
-1,673
Closed -$242K – 94
2018
Q3 		$242K Buy
+1,673
New +$234K 0.05% 85
2018
Q2 		– Sell
-3,311
Closed -$486K – 109
2018
Q1 		$486K Sell
3,311
-187
-5% -$28.3K 0.11% 66
2017
Q4 		$513K Buy
3,498
+105
+3% +$15.3K 0.12% 66
2017
Q3 		$471K Buy
+3,393
New +$473K 0.11% 69

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Brightworth's IBM Position: Q3 2022 in Review

Brightworth held its IBM (IBM) position steady in Q3 2022 at 1,685 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #126.

Brightworth first reported a position in IBM in Q3 2017 and has held it in 10 quarters since. The position peaked at $513K in Q4 2017. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Brightworth held 1,685 shares of IBM worth $200K as of Q3 2022.
  • Brightworth left its IBM share count unchanged in Q3 2022.
  • IBM made up 0.02% of Brightworth's portfolio in Q3 2022, its #126 holding.
  • Brightworth first reported a position in IBM in Q3 2017 and has held it in 10 quarters since.
  • Brightworth's IBM position peaked at $513K in Q4 2017.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.