IPW
IBM icon

IronBridge Private Wealth’s IBM IBM Stock Holding History

IronBridge Private Wealth’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
Q1 		– Sell
-51
Closed -$7K – 154
2021
Q4 		$7K Sell
51
-2
-4% -$251 ﹤0.01% 212
2021
Q3 		$7K Hold
53
– – ﹤0.01% 176
2021
Q2 		$7K Hold
53
– – ﹤0.01% 183
2021
Q1 		$7K Hold
53
– – ﹤0.01% 184
2020
Q4 		$6K Buy
+53
New +$6.13K ﹤0.01% 176

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IronBridge Private Wealth's IBM Position: Q1 2022 in Review

IronBridge Private Wealth sold out of IBM (IBM) in Q1 2022, closing a stake of 51 shares — an estimated $7K sold.

IronBridge Private Wealth first reported a position in IBM in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

  • IronBridge Private Wealth reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 51 IBM shares in Q1 2022, an estimated $7K.
  • IronBridge Private Wealth first reported a position in IBM in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's IBM position peaked at $7K in Q4 2021.
  • 2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.