Evelyn V. Moreno’s IBM IBM Stock Holding History

Evelyn V. Moreno’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 Q2	–	Sell	-1,784	Closed	-$234K	–	127
2023 Q1	$234K	Hold	1,784	–	–	0.05%	108
2022 Q4	$251K	Buy	+1,784	New	+$246K	0.06%	146
2022 Q3	–	Sell	-1,576	Closed	-$223K	–	151
2022 Q2	$223K	Buy	+1,576	New	+$213K	0.05%	145
2015 Q3	–	Sell	-1,715	Closed	-$267K	–	71
2015 Q2	$267K	Sell	1,715 -37	-2%	-$5.95K	0.11%	69
2015 Q1	$269K	Hold	1,752	–	–	0.1%	71
2014 Q4	$269K	Buy	+1,752	New	+$279K	0.1%	71

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evelyn V. Moreno's IBM Position: Q2 2023 in Review

Evelyn V. Moreno sold out of IBM (IBM) in Q2 2023, closing a stake of 1,784 shares — an estimated $234K sold.

Evelyn V. Moreno first reported a position in IBM in Q4 2014 and held it in 6 quarters. The position peaked at $269K in Q1 2015. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

Evelyn V. Moreno reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
Evelyn V. Moreno sold 1,784 IBM shares in Q2 2023, an estimated $234K.
Evelyn V. Moreno first reported a position in IBM in Q4 2014 and held it in 6 quarters.
Evelyn V. Moreno's IBM position peaked at $269K in Q1 2015.
2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Evelyn V. Moreno's 13F filing for Q2 2023, filed 27 Jul 2023.