Financial Advisory Group’s IBM IBM Stock Holding History

Financial Advisory 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
2024 Q1	$229K	Sell	1,198 -80	-6%	-$14.6K	0.04%	81
2023 Q4	$209K	Buy	+1,278	New	+$193K	0.04%	81

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Amundi Paris, France $367B AUM 31.23% 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

Financial Advisory Group's IBM Position: Q1 2024 in Review

Financial Advisory Group reduced its IBM (IBM) stake by 6.3% in Q1 2024, selling an estimated $14.6K and leaving 1,198 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #81.

Financial Advisory Group first reported a position in IBM in Q4 2023 and has held it in 2 quarters since. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

Financial Advisory Group held 1,198 shares of IBM worth $229K as of Q1 2024.
Financial Advisory Group sold 80 IBM shares in Q1 2024, an estimated $14.6K.
IBM made up 0.04% of Financial Advisory Group's portfolio in Q1 2024, its #81 holding.
Financial Advisory Group first reported a position in IBM in Q4 2023 and has held it in 2 quarters since.
2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.