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Harrison & Co Wealth Management’s IBM IBM Stock Holding History

Harrison & Co 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
Q4 		$1.06M Buy
7,492
+55
+0.7% +$7.59K 1.02% 31
2022
Q3 		$884K Sell
7,437
-392
-5% -$51.4K 0.94% 31
2022
Q2 		$1.1M Buy
7,829
+357
+5% +$48.2K 1.05% 25
2022
Q1 		$972K Buy
7,472
+120
+2% +$15.7K 0.85% 41
2021
Q4 		$983K Buy
+7,352
New +$922K 0.83% 44

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Harrison & Co Wealth Management's IBM Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its IBM (IBM) stake by 0.74% in Q4 2022, buying an estimated $7.59K and bringing the position to 7,492 shares worth $1.06M. The position accounts for 1.02% of the portfolio, ranked #31.

Harrison & Co Wealth Management first reported a position in IBM in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.1M in Q2 2022. 2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Harrison & Co Wealth Management held 7,492 shares of IBM worth $1.06M as of Q4 2022.
  • Harrison & Co Wealth Management bought 55 IBM shares in Q4 2022, an estimated $7.59K.
  • IBM made up 1.02% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #31 holding.
  • Harrison & Co Wealth Management first reported a position in IBM in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's IBM position peaked at $1.1M in Q2 2022.
  • 2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.