DB Wealth Management Group’s IBM IBM Stock Holding History

DB Wealth Management 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
2023 Q4	$16.4K	Hold	100	–	–	0.01%	252
2023 Q3	$14K	Hold	100	–	–	0.01%	254
2023 Q2	$13.4K	Sell	100 -130	-57%	-$16.8K	0.01%	263
2023 Q1	$30.2K	Hold	230	–	–	0.02%	187
2022 Q4	$32.4K	Hold	230	–	–	0.02%	179
2022 Q3	$27K	Hold	230	–	–	0.02%	200
2022 Q2	$32K	Hold	230	–	–	0.02%	186
2022 Q1	$30K	Hold	230	–	–	0.02%	212
2021 Q4	$31K	Sell	230 -11	-5%	-$1.38K	0.02%	200
2021 Q3	$32K	Hold	241	–	–	0.02%	192
2021 Q2	$34K	Hold	241	–	–	0.02%	190
2021 Q1	$31K	Hold	241	–	–	0.02%	199
2020 Q4	$29K	Buy	+241	New	+$27.9K	0.02%	194

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

DB Wealth Management Group's IBM Position: Q4 2023 in Review

DB Wealth Management Group held its IBM (IBM) position steady in Q4 2023 at 100 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #252.

DB Wealth Management Group first reported a position in IBM in Q4 2020 and has held it in 13 quarters since. The position peaked at $34K in Q2 2021. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

DB Wealth Management Group held 100 shares of IBM worth $16.4K as of Q4 2023.
DB Wealth Management Group left its IBM share count unchanged in Q4 2023.
IBM made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #252 holding.
DB Wealth Management Group first reported a position in IBM in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's IBM position peaked at $34K in Q2 2021.
2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.