First National Bank of South Miami’s IBM IBM Stock Holding History

First National Bank of South Miami’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	$377K	Sell	2,816 -302	-10%	-$39K	0.3%	70
2023 Q1	$409K	Sell	3,118 -54	-2%	-$7.22K	0.33%	71
2022 Q4	$446K	Hold	3,172	–	–	0.33%	70
2022 Q3	$377K	Sell	3,172 -375	-11%	-$49.2K	0.29%	79
2022 Q2	$501K	Buy	3,547 +571	+19%	+$77.1K	0.34%	73
2022 Q1	$387K	Buy	2,976 +383	+15%	+$49.9K	0.23%	92
2021 Q4	$346K	Buy	2,593 +316	+14%	+$39.6K	0.21%	98
2021 Q3	$302K	Buy	2,277 +116	+5%	+$15.5K	0.2%	99
2021 Q2	$303K	Buy	2,161 +695	+47%	+$95K	0.21%	100
2021 Q1	$187K	Buy	1,466 +414	+39%	+$49.5K	0.14%	120
2020 Q4	$127K	Sell	1,052 -40	-4%	-$4.62K	0.11%	132
2020 Q3	$127K	Sell	1,092 -283	-21%	-$33.3K	0.12%	124
2020 Q2	$158K	Sell	1,375 -307	-18%	-$35.7K	0.17%	112
2020 Q1	$179K	Sell	1,682 -7	-0.4%	-$885	0.23%	91
2019 Q4	$217K	Buy	1,689 +38	+2%	+$4.94K	0.21%	96
2019 Q3	$214K	Hold	1,651	–	–	0.2%	98
2019 Q2	$234K	Sell	1,651 -64	-4%	-$8.41K	0.22%	96
2019 Q1	$231K	Hold	1,715	–	–	0.22%	94
2018 Q4	$220K	Buy	+1,715	New	+$206K	0.21%	96

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 National Bank of South Miami's IBM Position: Q2 2023 in Review

First National Bank of South Miami reduced its IBM (IBM) stake by 9.7% in Q2 2023, selling an estimated $39K and leaving 2,816 shares worth $377K. The position accounts for 0.3% of the portfolio, ranked #70.

First National Bank of South Miami first reported a position in IBM in Q4 2018 and has held it in 19 quarters since. The position peaked at $501K in Q2 2022. 2,424 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

First National Bank of South Miami held 2,816 shares of IBM worth $377K as of Q2 2023.
First National Bank of South Miami sold 302 IBM shares in Q2 2023, an estimated $39K.
IBM made up 0.3% of First National Bank of South Miami's portfolio in Q2 2023, its #70 holding.
First National Bank of South Miami first reported a position in IBM in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's IBM position peaked at $501K in Q2 2022.
2,424 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.