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Heritage Wealth Management (Arizona)’s IBM IBM Stock Holding History

Heritage Wealth Management (Arizona)’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 		$107K Buy
761
+415
+120% +$57.2K 0.02% 406
2022
Q3 		$41K Buy
346
+16
+5% +$2.1K 0.01% 428
2022
Q2 		$46.6K Sell
330
-1,348
-80% -$182K 0.02% 433
2022
Q1 		$218K Buy
+1,678
New +$219K 0.06% 258
2021
Q3 		$219K Buy
1,651
+1,407
+577% +$188K 0.08% 200
2021
Q2 		$34K Sell
244
-33
-12% -$4.51K 0.01% 501
2021
Q1 		$35K Buy
+277
New +$33.2K 0.02% 429

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IBM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its IBM (IBM) stake by 120% in Q4 2022, buying an estimated $57.2K and bringing the position to 761 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #406.

Heritage Wealth Management (Arizona) first reported a position in IBM in Q1 2021 and has held it in 7 quarters since. The position peaked at $219K in Q3 2021. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 761 shares of IBM worth $107K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 415 IBM shares in Q4 2022, an estimated $57.2K.
  • IBM made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #406 holding.
  • Heritage Wealth Management (Arizona) first reported a position in IBM in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s IBM position peaked at $219K in Q3 2021.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.