BT Wealth Management’s IBM IBM Stock Holding History

BT 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
2022 Q2	$688K	Buy	4,873 +76	+2%	+$10.3K	0.19%	32
2022 Q1	$624K	Sell	4,797 -143	-3%	-$18.6K	0.16%	33
2021 Q4	$660K	Buy	4,940 +586	+13%	+$73.5K	0.18%	33
2021 Q3	$578K	Hold	4,354	–	–	0.18%	28
2021 Q2	$610K	Hold	4,354	–	–	0.18%	29
2021 Q1	$555K	Buy	4,354 +20	+0.5%	+$2.39K	0.18%	31
2020 Q4	$522K	Hold	4,334	–	–	0.19%	30
2020 Q3	$504K	Sell	4,334 -1,987	-31%	-$234K	0.22%	32
2020 Q2	$730K	Hold	6,321	–	–	0.37%	24
2020 Q1	$670K	Sell	6,321 -1,268	-17%	-$160K	0.38%	25
2019 Q4	$972K	Buy	7,589 +314	+4%	+$40.8K	0.49%	27
2019 Q3	$1.01M	Hold	7,275	–	–	0.56%	22
2019 Q2	$968K	Buy	7,275 +523	+8%	+$68.7K	0.56%	23
2019 Q1	$911K	Sell	6,752 -470	-7%	-$59.9K	0.54%	24
2018 Q4	$942K	Buy	+7,222	New	+$867K	0.41%	33

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

BT Wealth Management's IBM Position: Q2 2022 in Review

BT Wealth Management increased its IBM (IBM) stake by 1.6% in Q2 2022, buying an estimated $10.3K and bringing the position to 4,873 shares worth $688K. The position accounts for 0.19% of the portfolio, ranked #32.

BT Wealth Management first reported a position in IBM in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.01M in Q3 2019. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

BT Wealth Management held 4,873 shares of IBM worth $688K as of Q2 2022.
BT Wealth Management bought 76 IBM shares in Q2 2022, an estimated $10.3K.
IBM made up 0.19% of BT Wealth Management's portfolio in Q2 2022, its #32 holding.
BT Wealth Management first reported a position in IBM in Q4 2018 and has held it in 15 quarters since.
BT Wealth Management's IBM position peaked at $1.01M in Q3 2019.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.