Financial Partners Capital Management’s IBM IBM Stock Holding History

Financial Partners Capital 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 Q4	$1.56M	Hold	11,089	–	–	0.35%	69
2022 Q3	$1.32M	Buy	11,089 +134	+1%	+$17.6K	0.31%	70
2022 Q2	$1.55M	Buy	10,955 +213	+2%	+$28.7K	0.33%	71
2022 Q1	$1.4M	Buy	10,742 +536	+5%	+$69.9K	0.26%	78
2021 Q4	$1.36M	Sell	10,206 -255	-2%	-$32K	0.24%	75
2021 Q3	$1.39M	Buy	10,461 +7,495	+253%	+$1M	0.25%	65
2021 Q2	$416K	Sell	2,966 -105	-3%	-$14.4K	0.08%	91
2021 Q1	$391K	Buy	3,071 +366	+14%	+$43.8K	0.08%	89
2020 Q4	$326K	Buy	2,705 +314	+13%	+$36.3K	0.07%	88
2020 Q3	$278K	Hold	2,391	–	–	0.07%	87
2020 Q2	$276K	Buy	2,391 +418	+21%	+$48.5K	0.08%	83
2020 Q1	$209K	Buy	+1,973	New	+$250K	0.07%	83
2014 Q3	–	Sell	-9,946	Closed	-$1.72M	–	108
2014 Q2	$1.72M	Buy	9,946 +936	+10%	+$168K	0.53%	57
2014 Q1	$1.66M	Buy	9,010 +1,057	+13%	+$186K	0.54%	60
2013 Q4	$1.43M	Buy	+7,953	New	+$1.37M	0.47%	59

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Partners Capital Management's IBM Position: Q4 2022 in Review

Financial Partners Capital Management held its IBM (IBM) position steady in Q4 2022 at 11,089 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #69.

Financial Partners Capital Management first reported a position in IBM in Q4 2013 and has held it in 15 quarters since. The position peaked at $1.72M in Q2 2014. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Financial Partners Capital Management held 11,089 shares of IBM worth $1.56M as of Q4 2022.
Financial Partners Capital Management left its IBM share count unchanged in Q4 2022.
IBM made up 0.35% of Financial Partners Capital Management's portfolio in Q4 2022, its #69 holding.
Financial Partners Capital Management first reported a position in IBM in Q4 2013 and has held it in 15 quarters since.
Financial Partners Capital Management's IBM position peaked at $1.72M in Q2 2014.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.