Carl Stuart Investment Advisor’s IBM IBM Stock Holding History

Carl Stuart Investment Advisor’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	–	Sell	-917	Closed	-$1.19M	–	56
2022 Q1	$1.19M	Buy	+917	New	+$120K	0.09%	37

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

Carl Stuart Investment Advisor's IBM Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of IBM (IBM) in Q2 2022, closing a stake of 917 shares — an estimated $1.19M sold.

Carl Stuart Investment Advisor first reported a position in IBM in Q1 2022 and held it in 1 quarter. The position peaked at $1.19M in Q1 2022. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Carl Stuart Investment Advisor reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
Carl Stuart Investment Advisor sold 917 IBM shares in Q2 2022, an estimated $1.19M.
Carl Stuart Investment Advisor first reported a position in IBM in Q1 2022 and held it in 1 quarter.
Carl Stuart Investment Advisor's IBM position peaked at $1.19M in Q1 2022.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.