First Command Bank’s IBM IBM Stock Holding History

First Command Bank’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	$464K	Sell	3,467 -98	-3%	-$12.6K	0.04%	98
2023 Q1	$467K	Buy	3,565 +121	+4%	+$16.2K	0.05%	90
2022 Q4	$485K	Sell	3,444 -26	-0.7%	-$3.59K	0.06%	80
2022 Q3	$412K	Hold	3,470	–	–	0.06%	82
2022 Q2	$490K	Sell	3,470 -175	-5%	-$23.6K	0.07%	77
2022 Q1	$474K	Sell	3,645 -434	-11%	-$56.6K	0.07%	87
2021 Q4	$567K	Sell	4,079 -188	-4%	-$23.6K	0.1%	79
2021 Q3	$567K	Sell	4,267 -62	-1%	-$8.29K	0.1%	79
2021 Q2	$607K	Sell	4,329 -210	-5%	-$28.7K	0.07%	77
2021 Q1	$578K	Hold	4,539	–	–	0.12%	72
2020 Q4	$547K	Sell	4,539 -531	-10%	-$61.4K	0.13%	68
2020 Q3	$590K	Sell	5,070 -22	-0.4%	-$2.59K	0.17%	60
2020 Q2	$588K	Buy	5,092 +114	+2%	+$13.2K	0.19%	54
2020 Q1	$528K	Sell	4,978 -31	-0.6%	-$3.92K	0.29%	53
2019 Q4	$642K	Sell	5,009 -42	-0.8%	-$5.46K	0.3%	56
2019 Q3	$702K	Hold	5,051	–	–	0.35%	42
2019 Q2	$666K	Sell	5,051 -189	-4%	-$24.8K	0.34%	45
2019 Q1	$707K	Buy	5,240 +789	+18%	+$101K	0.35%	42
2018 Q4	$484K	Buy	4,451 +431	+11%	+$51.7K	0.25%	53
2018 Q3	$582K	Sell	4,020 -42	-1%	-$5.87K	0.16%	61
2018 Q2	$543K	Buy	4,062 +489	+14%	+$68.2K	0.16%	61
2018 Q1	$524K	Sell	3,573 -2,108	-37%	-$319K	0.28%	49
2017 Q4	$834K	Sell	5,681 -1,400	-20%	-$204K	0.47%	34
2017 Q3	$982K	Sell	7,081 -607	-8%	-$84.6K	0.61%	29
2017 Q2	$1.13M	Buy	7,688 +506	+7%	+$76.3K	0.74%	25
2017 Q1	$1.2M	Buy	7,182 +407	+6%	+$68.2K	0.84%	24
2016 Q4	$1.07M	Buy	+6,775	New	+$1.03M	0.86%	23

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

First Command Bank's IBM Position: Q2 2023 in Review

First Command Bank reduced its IBM (IBM) stake by 2.7% in Q2 2023, selling an estimated $12.6K and leaving 3,467 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #98.

First Command Bank first reported a position in IBM in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.2M in Q1 2017. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

First Command Bank held 3,467 shares of IBM worth $464K as of Q2 2023.
First Command Bank sold 98 IBM shares in Q2 2023, an estimated $12.6K.
IBM made up 0.04% of First Command Bank's portfolio in Q2 2023, its #98 holding.
First Command Bank first reported a position in IBM in Q4 2016 and has held it in 27 quarters since.
First Command Bank's IBM position peaked at $1.2M in Q1 2017.
2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.