Claremont Financial Group’s IBM IBM Stock Holding History

Claremont Financial Group’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 Q1	$37K	Buy	+287	New	+$37.4K	0.16%	25

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Claremont Financial Group's IBM Position: Q1 2022 in Review

Claremont Financial Group opened a new position in IBM (IBM) in Q1 2022: 287 shares worth $37K. The stake represents 0.16% of the portfolio and ranks #25 among its holdings.

2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

Claremont Financial Group held 287 shares of IBM worth $37K as of Q1 2022.
IBM was a new Claremont Financial Group position in Q1 2022.
IBM made up 0.16% of Claremont Financial Group's portfolio in Q1 2022, its #25 holding.
2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.