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Catalyst Wealth Management’s IBM IBM Stock Holding History

Catalyst 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
2023
Q1 		$1.33M Buy
10,159
+563
+6% +$75.3K 1.25% 28
2022
Q4 		$1.35M Buy
+9,596
New +$1.32M 1.28% 27

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Catalyst Wealth Management's IBM Position: Q1 2023 in Review

Catalyst Wealth Management increased its IBM (IBM) stake by 5.9% in Q1 2023, buying an estimated $75.3K and bringing the position to 10,159 shares worth $1.33M. The position accounts for 1.25% of the portfolio, ranked #28.

Catalyst Wealth Management first reported a position in IBM in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.35M in Q4 2022. 2,394 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

  • Catalyst Wealth Management held 10,159 shares of IBM worth $1.33M as of Q1 2023.
  • Catalyst Wealth Management bought 563 IBM shares in Q1 2023, an estimated $75.3K.
  • IBM made up 1.25% of Catalyst Wealth Management's portfolio in Q1 2023, its #28 holding.
  • Catalyst Wealth Management first reported a position in IBM in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's IBM position peaked at $1.35M in Q4 2022.
  • 2,394 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.