Carroll Investors’s IBM IBM Stock Holding History

Carroll Investors’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	-138	Closed	-$17K	–	91
2022 Q1	$17K	Hold	138	–	–	0.01%	113
2021 Q4	$18K	Buy	+138	New	+$17.3K	0.01%	131

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

Carroll Investors's IBM Position: Q2 2022 in Review

Carroll Investors sold out of IBM (IBM) in Q2 2022, closing a stake of 138 shares — an estimated $17K sold.

Carroll Investors first reported a position in IBM in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Carroll Investors reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
Carroll Investors sold 138 IBM shares in Q2 2022, an estimated $17K.
Carroll Investors first reported a position in IBM in Q4 2021 and held it in 2 quarters.
Carroll Investors's IBM position peaked at $18K in Q4 2021.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.