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Icon Wealth Partners’s IBM IBM Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$595K Buy
4,243
+8
+0.2% +$1.14K 0.07% 159
2023
Q2 		$567K Sell
4,235
-2,595
-38% -$335K 0.06% 180
2023
Q1 		$895K Buy
+6,830
New +$914K 0.1% 145
2022
Q2 		$1.57M Sell
11,147
-2,286
-17% -$309K 0.19% 110
2022
Q1 		$1.75M Buy
13,433
+4,258
+46% +$555K 0.17% 105
2021
Q4 		$1.23M Sell
9,175
-639
-7% -$80.1K 0.12% 137
2021
Q3 		$1.3M Buy
9,814
+591
+6% +$79K 0.14% 145
2021
Q2 		$1.29M Buy
9,223
+63
+0.7% +$8.62K 0.14% 136
2021
Q1 		$1.17M Buy
9,160
+2,909
+47% +$348K 0.15% 130
2020
Q4 		$752K Buy
6,251
+812
+15% +$93.8K 0.12% 137
2020
Q3 		$633K Sell
5,439
-4,542
-46% -$535K 0.12% 126
2020
Q2 		$1.15M Buy
+9,981
New +$1.16M 0.28% 68
2019
Q2 		– Sell
-483
Closed -$65K – 441
2019
Q1 		$65K Buy
+483
New +$61.6K 0.02% 302
2018
Q4 		– Sell
-930
Closed -$134K – 235
2018
Q3 		$134K Buy
930
+477
+105% +$66.7K 0.06% 220
2018
Q2 		$60K Buy
+453
New +$63.2K 0.03% 337
2018
Q1 		– Sell
-564
Closed -$83K – 472
2017
Q4 		$83K Buy
+564
New +$82K 0.04% 308

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Partners's IBM Position: Q3 2023 in Review

Icon Wealth Partners increased its IBM (IBM) stake by 0.19% in Q3 2023, buying an estimated $1.14K and bringing the position to 4,243 shares worth $595K. The position accounts for 0.07% of the portfolio, ranked #159.

Icon Wealth Partners first reported a position in IBM in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.75M in Q1 2022. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • Icon Wealth Partners held 4,243 shares of IBM worth $595K as of Q3 2023.
  • Icon Wealth Partners bought 8 IBM shares in Q3 2023, an estimated $1.14K.
  • IBM made up 0.07% of Icon Wealth Partners's portfolio in Q3 2023, its #159 holding.
  • Icon Wealth Partners first reported a position in IBM in Q4 2017 and has held it in 16 quarters since.
  • Icon Wealth Partners's IBM position peaked at $1.75M in Q1 2022.
  • 2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.