HIM
IBM icon

Hotaling Investment Management’s IBM IBM Stock Holding History

Hotaling 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
Q4 		$916K Sell
6,498
-135
-2% -$18.6K 0.41% 70
2022
Q3 		$788K Sell
6,633
-409
-6% -$53.7K 0.38% 72
2022
Q2 		$994K Buy
7,042
+4,075
+137% +$550K 0.43% 70
2022
Q1 		$386K Hold
2,967
– – 0.15% 94
2021
Q4 		$397K Sell
2,967
-136
-4% -$17.1K 0.14% 94
2021
Q3 		$412K Sell
3,103
-32
-1% -$4.28K 0.17% 86
2021
Q2 		$439K Sell
3,135
-36
-1% -$4.92K 0.18% 87
2021
Q1 		$404K Sell
3,171
-262
-8% -$31.4K 0.18% 87
2020
Q4 		$413K Sell
3,433
-95
-3% -$11K 0.19% 83
2020
Q3 		$410K Sell
3,528
-579
-14% -$68.2K 0.22% 75
2020
Q2 		$474K Buy
4,107
+1,040
+34% +$121K 0.27% 78
2020
Q1 		$325K Sell
3,067
-209
-6% -$26.4K 0.24% 77
2019
Q4 		$420K Hold
3,276
– – 0.24% 79
2019
Q3 		$455K Sell
3,276
-822
-20% -$111K 0.29% 74
2019
Q2 		$540K Sell
4,098
-785
-16% -$103K 0.35% 76
2019
Q1 		$659K Buy
4,883
+1,419
+41% +$181K 0.45% 73
2018
Q4 		$376K Buy
+3,464
New +$416K 0.31% 79

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

Hotaling Investment Management's IBM Position: Q4 2022 in Review

Hotaling Investment Management reduced its IBM (IBM) stake by 2% in Q4 2022, selling an estimated $18.6K and leaving 6,498 shares worth $916K. The position accounts for 0.41% of the portfolio, ranked #70.

Hotaling Investment Management first reported a position in IBM in Q4 2018 and has held it in 17 quarters since. The position peaked at $994K in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Hotaling Investment Management held 6,498 shares of IBM worth $916K as of Q4 2022.
  • Hotaling Investment Management sold 135 IBM shares in Q4 2022, an estimated $18.6K.
  • IBM made up 0.41% of Hotaling Investment Management's portfolio in Q4 2022, its #70 holding.
  • Hotaling Investment Management first reported a position in IBM in Q4 2018 and has held it in 17 quarters since.
  • Hotaling Investment Management's IBM position peaked at $994K in Q2 2022.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.