Column Capital Advisors’s IBM IBM Stock Holding History

Column Capital Advisors’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 Q3	$415K	Buy	2,961 +416	+16%	+$59.2K	0.06%	94
2023 Q2	$341K	Buy	2,545 +15	+0.6%	+$1.94K	0.05%	99
2023 Q1	$332K	Sell	2,530 -384	-13%	-$51.4K	0.05%	99
2022 Q4	$411K	Buy	2,914 +14	+0.5%	+$1.93K	0.07%	77
2022 Q3	$345K	Buy	2,900 +16	+0.6%	+$2.1K	0.07%	78
2022 Q2	$407K	Buy	2,884 +15	+0.5%	+$2.02K	0.08%	67
2022 Q1	$373K	Buy	2,869 +16	+0.6%	+$2.09K	0.07%	83
2021 Q4	$381K	Sell	2,853 -115	-4%	-$14.4K	0.07%	86
2021 Q3	$394K	Buy	2,968 +15	+0.5%	+$2K	0.08%	79
2021 Q2	$414K	Buy	2,953 +3	+0.1%	+$410	0.09%	76
2021 Q1	$376K	Buy	2,950 +3	+0.1%	+$359	0.08%	76
2020 Q4	$355K	Sell	2,947 -309	-9%	-$35.7K	0.09%	70
2020 Q3	$379K	Sell	3,256 -4	-0.1%	-$471	0.12%	58
2020 Q2	$376K	Buy	3,260 +212	+7%	+$24.6K	0.13%	55
2020 Q1	$323K	Buy	3,048 +2	+0.1%	+$253	0.13%	54
2019 Q4	$390K	Buy	+3,046	New	+$396K	0.2%	48

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return