Econ Financial Services’s IBM IBM Stock Holding History

Econ Financial Services’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	–	Sell	-21,523	Closed	-$2.88M	–	80
2023 Q2	$2.88M	Buy	21,523 +137	+0.6%	+$17.7K	2.03%	9
2023 Q1	$2.8M	Buy	21,386 +4,464	+26%	+$597K	2.12%	9
2022 Q4	$2.38M	Sell	16,922 -987	-6%	-$136K	2.42%	18
2022 Q3	$2.13M	Buy	17,909 +4,537	+34%	+$595K	1.75%	22
2022 Q2	$1.89M	Sell	13,372 -8,364	-38%	-$1.13M	1.52%	30
2022 Q1	$2.83M	Buy	21,736 +3,444	+19%	+$449K	2.09%	16
2021 Q4	$2.44M	Buy	+18,292	New	+$2.29M	1.8%	19

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

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 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

Norges Bank Oslo, Norway $935B AUM

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

Econ Financial Services's IBM Position: Q3 2023 in Review

Econ Financial Services sold out of IBM (IBM) in Q3 2023, closing a stake of 21,523 shares — an estimated $2.88M sold.

Econ Financial Services first reported a position in IBM in Q4 2021 and held it in 7 quarters. The position peaked at $2.88M in Q2 2023. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Econ Financial Services reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Econ Financial Services sold 21,523 IBM shares in Q3 2023, an estimated $2.88M.
Econ Financial Services first reported a position in IBM in Q4 2021 and held it in 7 quarters.
Econ Financial Services's IBM position peaked at $2.88M in Q2 2023.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.