Clear Perspectives Financial Planning’s IBM IBM Stock Holding History

Clear Perspectives Financial Planning’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	$13.4K	Hold	102	–	–	0.01%	132
2022 Q4	$14.4K	Hold	102	–	–	0.01%	139
2022 Q3	$12K	Hold	102	–	–	0.01%	137
2022 Q2	$14K	Sell	102 -10	-9%	-$1.35K	0.01%	141
2022 Q1	$15K	Hold	112	–	–	0.01%	147
2021 Q4	$15K	Sell	112 -5	-4%	-$627	0.01%	157
2021 Q3	$16K	Hold	117	–	–	0.01%	141
2021 Q2	$16K	Hold	117	–	–	0.01%	149
2021 Q1	$15K	Hold	117	–	–	0.01%	137
2020 Q4	$14K	Buy	+117	New	+$13.5K	0.01%	134

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspectives Financial Planning's IBM Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its IBM (IBM) position steady in Q1 2023 at 102 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #132.

Clear Perspectives Financial Planning first reported a position in IBM in Q4 2020 and has held it in 10 quarters since. The position peaked at $16K in Q3 2021. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Clear Perspectives Financial Planning held 102 shares of IBM worth $13.4K as of Q1 2023.
Clear Perspectives Financial Planning left its IBM share count unchanged in Q1 2023.
IBM made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #132 holding.
Clear Perspectives Financial Planning first reported a position in IBM in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's IBM position peaked at $16K in Q3 2021.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.