HIM
IBM icon

HawsGoodwin Investment Management’s IBM IBM Stock Holding History

HawsGoodwin 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
2021
Q4 		$904K Sell
6,764
-311
-4% -$39K 0.26% 72
2021
Q3 		$940K Hold
7,075
– – 0.29% 72
2021
Q2 		$992K Hold
7,075
– – 0.31% 69
2021
Q1 		$901K Hold
7,075
– – 0.29% 73
2020
Q4 		$851K Buy
+7,075
New +$818K 0.27% 68

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

HawsGoodwin Investment Management's IBM Position: Q4 2021 in Review

HawsGoodwin Investment Management reduced its IBM (IBM) stake by 4.4% in Q4 2021, selling an estimated $39K and leaving 6,764 shares worth $904K. The position accounts for 0.26% of the portfolio, ranked #72.

HawsGoodwin Investment Management first reported a position in IBM in Q4 2020 and has held it in 5 quarters since. The position peaked at $992K in Q2 2021. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

  • HawsGoodwin Investment Management held 6,764 shares of IBM worth $904K as of Q4 2021.
  • HawsGoodwin Investment Management sold 311 IBM shares in Q4 2021, an estimated $39K.
  • IBM made up 0.26% of HawsGoodwin Investment Management's portfolio in Q4 2021, its #72 holding.
  • HawsGoodwin Investment Management first reported a position in IBM in Q4 2020 and has held it in 5 quarters since.
  • HawsGoodwin Investment Management's IBM position peaked at $992K in Q2 2021.
  • 2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q4 2021, filed 9 Feb 2022.