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DCM Advisors’s IBM IBM Stock Holding History

DCM 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
2022
Q4 		– Sell
-2,639
Closed -$314K – 117
2022
Q3 		$314K Sell
2,639
-350
-12% -$45.9K 0.16% 142
2022
Q2 		$422K Buy
+2,989
New +$403K 0.18% 121
2021
Q4 		– Sell
-1,815
Closed -$241K – 265
2021
Q3 		$241K Sell
1,815
-37
-2% -$4.95K 0.09% 210
2021
Q2 		$260K Sell
1,852
-703
-28% -$96.1K 0.15% 168
2021
Q1 		$326K Buy
2,555
+17
+0.7% +$2.04K 0.19% 147
2020
Q4 		$305K Buy
+2,538
New +$293K 0.18% 144

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DCM Advisors's IBM Position: Q4 2022 in Review

DCM Advisors sold out of IBM (IBM) in Q4 2022, closing a stake of 2,639 shares — an estimated $314K sold.

DCM Advisors first reported a position in IBM in Q4 2020 and held it in 6 quarters. The position peaked at $422K in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • DCM Advisors reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 2,639 IBM shares in Q4 2022, an estimated $314K.
  • DCM Advisors first reported a position in IBM in Q4 2020 and held it in 6 quarters.
  • DCM Advisors's IBM position peaked at $422K in Q2 2022.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.