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First Capital Advisors Group’s IBM IBM Stock Holding History

First Capital Advisors 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
2023
Q2 		$76.1K Buy
+569
New +$73.4K 0.04% 245
2018
Q2 		– Sell
-1,673
Closed -$245K – 432
2018
Q1 		$245K Buy
1,673
+57
+4% +$8.62K 0.14% 144
2017
Q4 		$237K Buy
+1,616
New +$235K 0.15% 149

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

First Capital Advisors Group's IBM Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in IBM (IBM) in Q2 2023: 569 shares worth $76.1K. The stake represents 0.04% of the portfolio and ranks #245 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in IBM as recently as Q1 2018.

First Capital Advisors Group first reported a position in IBM in Q4 2017 and has held it in 3 quarters since. The position peaked at $245K in Q1 2018. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

  • First Capital Advisors Group held 569 shares of IBM worth $76.1K as of Q2 2023.
  • IBM was a new First Capital Advisors Group position in Q2 2023.
  • IBM made up 0.04% of First Capital Advisors Group's portfolio in Q2 2023, its #245 holding.
  • First Capital Advisors Group first reported a position in IBM in Q4 2017 and has held it in 3 quarters since.
  • First Capital Advisors Group's IBM position peaked at $245K in Q1 2018.
  • 2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.