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Doyle Wealth Management’s IBM IBM Stock Holding History

Doyle Wealth Management’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
Q3 		$1.16M Buy
9,762
+70
+0.7% +$9.19K 0.1% 93
2022
Q2 		$1.37M Sell
9,692
-85
-0.9% -$11.5K 0.11% 92
2022
Q1 		$1.27M Sell
9,777
-780
-7% -$102K 0.09% 105
2021
Q4 		$1.41M Sell
10,557
-685
-6% -$85.9K 0.1% 97
2021
Q3 		$1.49M Buy
11,242
+104
+0.9% +$13.9K 0.12% 89
2021
Q2 		$1.56M Buy
11,138
+767
+7% +$105K 0.13% 89
2021
Q1 		$1.32M Sell
10,371
-52
-0.5% -$6.22K 0.13% 91
2020
Q4 		$1.25M Buy
10,423
+462
+5% +$53.4K 0.13% 91
2020
Q3 		$1.16M Buy
9,961
+655
+7% +$77.1K 0.13% 86
2020
Q2 		$1.07M Sell
9,306
-377
-4% -$43.8K 0.14% 74
2020
Q1 		$1.03M Sell
9,683
-559
-5% -$70.7K 0.16% 67
2019
Q4 		$1.31M Sell
10,242
-21
-0.2% -$2.73K 0.16% 71
2019
Q3 		$1.43M Buy
10,263
+694
+7% +$93.6K 0.2% 61
2019
Q2 		$1.26M Sell
9,569
-180
-2% -$23.6K 0.17% 66
2019
Q1 		$1.26M Sell
9,749
-616
-6% -$78.5K 0.18% 66
2018
Q4 		$1.13M Sell
10,365
-63,671
-86% -$7.64M 0.19% 61
2018
Q3 		$10.7M Buy
74,036
+3,958
+6% +$553K 1.66% 25
2018
Q2 		$9.36M Buy
70,078
+3,663
+6% +$511K 1.54% 26
2018
Q1 		$9.74M Buy
66,415
+61,273
+1,192% +$9.27M 1.64% 25
2017
Q4 		$754K Sell
5,142
-571
-10% -$83K 0.13% 76
2017
Q3 		$792K Sell
5,713
-375
-6% -$52.2K 0.14% 69
2017
Q2 		$895K Sell
6,088
-207
-3% -$31.2K 0.17% 63
2017
Q1 		$1.05M Buy
+6,295
New +$1.06M 0.21% 60

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Doyle Wealth Management's IBM Position: Q3 2022 in Review

Doyle Wealth Management increased its IBM (IBM) stake by 0.72% in Q3 2022, buying an estimated $9.19K and bringing the position to 9,762 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #93.

Doyle Wealth Management first reported a position in IBM in Q1 2017 and has held it in 23 quarters since. The position peaked at $10.7M in Q3 2018. 2,287 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Doyle Wealth Management held 9,762 shares of IBM worth $1.16M as of Q3 2022.
  • Doyle Wealth Management bought 70 IBM shares in Q3 2022, an estimated $9.19K.
  • IBM made up 0.1% of Doyle Wealth Management's portfolio in Q3 2022, its #93 holding.
  • Doyle Wealth Management first reported a position in IBM in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's IBM position peaked at $10.7M in Q3 2018.
  • 2,287 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.