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Financial Architects (New Jersey)’s IBM IBM Stock Holding History

Financial Architects (New Jersey)’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
2018
Q2 		– Sell
-418
Closed -$62K – 1403
2018
Q1 		$62K Buy
418
+209
+100% +$31.6K 0.01% 557
2017
Q4 		$31K Buy
+209
New +$30.4K 0.01% 837

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Architects (New Jersey)'s IBM Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its IBM (IBM) stake by 2.2% in Q2 2023, buying an estimated $31.1K and bringing the position to 11,337 shares worth $1.52M. The position accounts for 0.23% of the portfolio, ranked #97.

Financial Architects (New Jersey) first reported a position in IBM in Q2 2013 and has held it in 40 quarters since. The position peaked at $5.2M in Q2 2017. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

  • Financial Architects (New Jersey) held 11,337 shares of IBM worth $1.52M as of Q2 2023.
  • Financial Architects (New Jersey) bought 241 IBM shares in Q2 2023, an estimated $31.1K.
  • IBM made up 0.23% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #97 holding.
  • Financial Architects (New Jersey) first reported a position in IBM in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s IBM position peaked at $5.2M in Q2 2017.
  • 2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.