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Bruderman Asset Management’s IBM IBM Stock Holding History

Bruderman Asset 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
2022
Q2 		$494K Sell
3,498
-139
-4% -$18.8K 0.89% 43
2022
Q1 		$474K Sell
3,637
-3,661
-50% -$477K 0.72% 50
2021
Q4 		$973K Sell
7,298
-16,207
-69% -$2.03M 0.74% 49
2021
Q3 		$3.12M Buy
23,505
+356
+2% +$47.6K 0.78% 47
2021
Q2 		$3.25M Buy
23,149
+107
+0.5% +$14.6K 1.01% 35
2021
Q1 		$2.94M Buy
23,042
+295
+1% +$35.3K 0.82% 41
2020
Q4 		$2.74M Buy
22,747
+1,018
+5% +$118K 0.8% 40
2020
Q3 		$2.53M Sell
21,729
-1,900
-8% -$224K 0.83% 40
2020
Q2 		$2.68M Buy
23,629
+535
+2% +$62.1K 0.89% 40
2020
Q1 		$2.32M Buy
23,094
+89
+0.4% +$11.3K 0.92% 35
2019
Q4 		$2.98M Sell
23,005
-1,460
-6% -$190K 0.93% 47
2019
Q3 		$3.22M Sell
24,465
-3,066
-11% -$414K 0.81% 49
2019
Q2 		$3.63M Sell
27,531
-23,522
-46% -$3.09M 0.86% 44
2019
Q1 		$6.89M Buy
51,053
+344
+0.7% +$43.9K 1.51% 24
2018
Q4 		$5.51M Buy
50,709
+23,345
+85% +$2.8M 1.42% 26
2018
Q3 		$3.96M Sell
27,364
-9,430
-26% -$1.32M 0.91% 43
2018
Q2 		$4.91M Sell
36,794
-2,576
-7% -$359K 1.2% 27
2018
Q1 		$5.78M Sell
39,370
-9,120
-19% -$1.38M 1.38% 23
2017
Q4 		$7.11M Sell
48,490
-16,153
-25% -$2.35M 1.81% 17
2017
Q3 		$8.97M Sell
64,643
-3,452
-5% -$481K 2.32% 14
2017
Q2 		$10M Sell
68,095
-3,020
-4% -$455K 2.67% 12
2017
Q1 		$11.8M Sell
71,115
-2,345
-3% -$393K 3.42% 8
2016
Q4 		$11.7M Buy
73,460
+8,819
+14% +$1.34M 3.51% 6
2016
Q3 		$9.82M Buy
64,641
+17,702
+38% +$2.69M 2.93% 8
2016
Q2 		$6.81M Buy
46,939
+18,592
+66% +$2.66M 2.13% 15
2016
Q1 		$4.1M Buy
28,347
+21,672
+325% +$2.77M 1.43% 22
2015
Q4 		$878K Sell
6,675
-1,668
-20% -$224K 0.33% 55
2015
Q3 		$1.16M Buy
8,343
+179
+2% +$26.4K 0.46% 50
2015
Q2 		$1.27M Sell
8,164
-696
-8% -$112K 0.49% 47
2015
Q1 		$1.36M Buy
+8,860
New +$1.34M 0.53% 47

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bruderman Asset Management's IBM Position: Q2 2022 in Review

Bruderman Asset Management reduced its IBM (IBM) stake by 3.8% in Q2 2022, selling an estimated $18.8K and leaving 3,498 shares worth $494K. The position accounts for 0.89% of the portfolio, ranked #43.

Bruderman Asset Management first reported a position in IBM in Q1 2015 and has held it in 30 quarters since. The position peaked at $11.8M in Q1 2017. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Bruderman Asset Management held 3,498 shares of IBM worth $494K as of Q2 2022.
  • Bruderman Asset Management sold 139 IBM shares in Q2 2022, an estimated $18.8K.
  • IBM made up 0.89% of Bruderman Asset Management's portfolio in Q2 2022, its #43 holding.
  • Bruderman Asset Management first reported a position in IBM in Q1 2015 and has held it in 30 quarters since.
  • Bruderman Asset Management's IBM position peaked at $11.8M in Q1 2017.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.