Corrigan Financial’s IBM IBM Stock Holding History

Corrigan Financial’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
2018 Q4	–	Sell	-1,581	Closed	-$229K	–	55
2018 Q3	$229K	Sell	1,581 -162	-9%	-$22.6K	0.16%	46
2018 Q2	$233K	Buy	1,743 +8	+0.5%	+$1.12K	0.17%	44
2018 Q1	$255K	Buy	+1,735	New	+$263K	0.2%	38

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Corrigan Financial's IBM Position: Q4 2018 in Review

Corrigan Financial sold out of IBM (IBM) in Q4 2018, closing a stake of 1,581 shares — an estimated $229K sold.

Corrigan Financial first reported a position in IBM in Q1 2018 and held it in 3 quarters. The position peaked at $255K in Q1 2018. 1,908 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

Corrigan Financial reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
Corrigan Financial sold 1,581 IBM shares in Q4 2018, an estimated $229K.
Corrigan Financial first reported a position in IBM in Q1 2018 and held it in 3 quarters.
Corrigan Financial's IBM position peaked at $255K in Q1 2018.
1,908 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Corrigan Financial's 13F filing for Q4 2018, filed 31 Aug 2023.