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Frontier Wealth Management’s IBM IBM Stock Holding History

Frontier Wealth 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
Q2 		$1.77M Buy
12,571
+34
+0.3% +$4.59K 0.13% 134
2022
Q1 		$1.58M Buy
12,537
+959
+8% +$125K 0.02% 145
2021
Q4 		$1.55M Buy
11,578
+1,178
+11% +$148K 0.1% 140
2021
Q3 		$1.38M Buy
10,400
+805
+8% +$108K 0.1% 147
2021
Q2 		$1.34M Sell
9,595
-360
-4% -$49.2K 0.09% 153
2021
Q1 		$1.27M Sell
9,955
-9,791
-50% -$1.17M 0.1% 141
2020
Q4 		$2.38M Buy
19,746
+1,870
+10% +$216K 0.19% 95
2020
Q3 		$2.08M Buy
17,876
+2,753
+18% +$324K 0.19% 92
2020
Q2 		$1.75M Buy
15,123
+2,286
+18% +$266K 0.16% 104
2020
Q1 		$1.36M Buy
12,837
+7,276
+131% +$920K 0.22% 101
2019
Q4 		$713K Sell
5,561
-2,873
-34% -$373K 0.11% 138
2019
Q3 		$1.17M Buy
8,434
+4
+0% +$540 0.17% 118
2019
Q2 		$1.11M Sell
8,430
-95
-1% -$12.5K 0.16% 113
2019
Q1 		$1.15M Sell
8,525
-191
-2% -$24.3K 0.16% 140
2018
Q4 		$947K Buy
8,716
+216
+3% +$25.9K 0.14% 149
2018
Q3 		$1.23M Hold
8,500
– – 0.12% 133
2018
Q2 		$1.14M Sell
8,500
-763
-8% -$106K 0.16% 135
2018
Q1 		$1.36M Buy
9,263
+845
+10% +$128K 0.19% 125
2017
Q4 		$1.24M Sell
8,418
-1,640
-16% -$238K 0.2% 117
2017
Q3 		$1.4M Sell
10,058
-268
-3% -$37.3K 0.2% 123
2017
Q2 		$1.52M Sell
10,326
-5,508
-35% -$830K 0.23% 106
2017
Q1 		$2.64M Buy
15,834
+806
+5% +$135K 0.4% 66
2016
Q4 		$2.38M Sell
15,028
-1,046
-7% -$159K 0.39% 71
2016
Q3 		$2.44M Sell
16,074
-648
-4% -$98.3K 0.37% 72
2016
Q2 		$2.43M Sell
16,722
-115
-0.7% -$16.5K 0.39% 69
2016
Q1 		$2.44M Buy
16,837
+376
+2% +$48K 0.2% 70
2015
Q4 		$2.17M Sell
16,461
-1,088
-6% -$146K 0.35% 78
2015
Q3 		$2.43M Buy
17,549
+4,541
+35% +$671K 0.38% 67
2015
Q2 		$2.02M Buy
13,008
+3,347
+35% +$538K 0.31% 77
2015
Q1 		$1.48M Buy
9,661
+5,955
+161% +$903K 0.24% 81
2014
Q4 		$568K Buy
+3,706
New +$590K 0.11% 130

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Frontier Wealth Management's IBM Position: Q2 2022 in Review

Frontier Wealth Management increased its IBM (IBM) stake by 0.27% in Q2 2022, buying an estimated $4.59K and bringing the position to 12,571 shares worth $1.77M. The position accounts for 0.13% of the portfolio, ranked #134.

Frontier Wealth Management first reported a position in IBM in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.64M in Q1 2017. 2,376 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Frontier Wealth Management held 12,571 shares of IBM worth $1.77M as of Q2 2022.
  • Frontier Wealth Management bought 34 IBM shares in Q2 2022, an estimated $4.59K.
  • IBM made up 0.13% of Frontier Wealth Management's portfolio in Q2 2022, its #134 holding.
  • Frontier Wealth Management first reported a position in IBM in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's IBM position peaked at $2.64M in Q1 2017.
  • 2,376 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.