J2 Capital Management’s IBM IBM Stock Holding History

J2 Capital 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
2023 Q3	$454K	Sell	3,235 -85	-3%	-$12.1K	0.57%	44
2023 Q2	$444K	Buy	+3,320	New	+$428K	0.53%	48

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J2 Capital Management's IBM Position: Q3 2023 in Review

J2 Capital Management reduced its IBM (IBM) stake by 2.6% in Q3 2023, selling an estimated $12.1K and leaving 3,235 shares worth $454K. The position accounts for 0.57% of the portfolio, ranked #44.

J2 Capital Management first reported a position in IBM in Q2 2023 and has held it in 2 quarters since. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

J2 Capital Management held 3,235 shares of IBM worth $454K as of Q3 2023.
J2 Capital Management sold 85 IBM shares in Q3 2023, an estimated $12.1K.
IBM made up 0.57% of J2 Capital Management's portfolio in Q3 2023, its #44 holding.
J2 Capital Management first reported a position in IBM in Q2 2023 and has held it in 2 quarters since.
2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on J2 Capital Management's 13F filing for Q3 2023, filed 11 Oct 2023.