GIM
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Guild Investment Management’s IBM IBM Stock Holding History

Guild Investment 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 		– Sell
-8,652
Closed -$1.13M – 79
2022
Q1 		$1.13M Sell
8,652
-390
-4% -$50.9K 1.15% 31
2021
Q4 		$1.21M Sell
9,042
-777
-8% -$97.5K 1.22% 24
2021
Q3 		$1.3M Buy
9,819
+170
+2% +$22.7K 1.26% 27
2021
Q2 		$1.35M Buy
9,649
+183
+2% +$25K 1.31% 28
2021
Q1 		$1.21M Sell
9,466
-3,086
-25% -$369K 1.29% 27
2020
Q4 		$1.51M Sell
12,552
-220
-2% -$25.4K 1.66% 28
2020
Q3 		$1.49M Sell
12,772
-172
-1% -$20.3K 2.05% 17
2020
Q2 		$1.5M Sell
12,944
-1,329
-9% -$154K 2.12% 19
2020
Q1 		$1.51M Sell
14,273
-1,443
-9% -$182K 3.29% 11
2019
Q4 		$2.01M Buy
15,716
+2,427
+18% +$315K 2.58% 17
2019
Q3 		$1.85M Buy
+13,289
New +$1.79M 2.55% 20

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guild Investment Management's IBM Position: Q2 2022 in Review

Guild Investment Management sold out of IBM (IBM) in Q2 2022, closing a stake of 8,652 shares — an estimated $1.13M sold.

Guild Investment Management first reported a position in IBM in Q3 2019 and held it in 11 quarters. The position peaked at $2.01M in Q4 2019. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Guild Investment Management reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
  • Guild Investment Management sold 8,652 IBM shares in Q2 2022, an estimated $1.13M.
  • Guild Investment Management first reported a position in IBM in Q3 2019 and held it in 11 quarters.
  • Guild Investment Management's IBM position peaked at $2.01M in Q4 2019.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Guild Investment Management's 13F filing for Q2 2022, filed 29 Jul 2022.