Gyroscope Capital Management Group’s IBM IBM Stock Holding History

Gyroscope Capital Management 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
2020 Q2	–	Sell	-1,569	Closed	-$5K	–	122
2020 Q1	$5K	Hold	1,569	–	–	﹤0.01%	109
2019 Q4	$1K	Buy	+1,569	New	+$204K	﹤0.01%	116

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gyroscope Capital Management Group's IBM Position: Q3 2023 in Review

Gyroscope Capital Management Group increased its IBM (IBM) stake by 24% in Q3 2023, buying an estimated $268K and bringing the position to 9,673 shares worth $1.36M. The position accounts for 0.31% of the portfolio, ranked #78.

Gyroscope Capital Management Group first reported a position in IBM in Q4 2014 and has held it in 36 quarters since. The position peaked at $8.5M in Q3 2018. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Gyroscope Capital Management Group held 9,673 shares of IBM worth $1.36M as of Q3 2023.
Gyroscope Capital Management Group bought 1,883 IBM shares in Q3 2023, an estimated $268K.
IBM made up 0.31% of Gyroscope Capital Management Group's portfolio in Q3 2023, its #78 holding.
Gyroscope Capital Management Group first reported a position in IBM in Q4 2014 and has held it in 36 quarters since.
Gyroscope Capital Management Group's IBM position peaked at $8.5M in Q3 2018.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Gyroscope Capital Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.