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Janiczek Wealth Management’s IBM IBM Stock Holding History

Janiczek Wealth 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
2024
Q2 		$81.4K Buy
470
+4
+0.9% +$695 0.02% 319
2024
Q1 		$89K Sell
466
-95
-17% -$17.3K 0.02% 318
2023
Q4 		$91.8K Buy
561
+151
+37% +$22.8K 0.02% 280
2023
Q3 		$57.5K Buy
410
+100
+32% +$14.2K 0.02% 344
2023
Q2 		$41.5K Buy
310
+27
+10% +$3.48K 0.01% 341
2023
Q1 		$36.3K Sell
283
-61
-18% -$8.16K 0.01% 351
2022
Q4 		$50.1K Buy
344
+77
+29% +$10.6K 0.01% 318
2022
Q3 		$31K Buy
267
+36
+16% +$4.72K 0.01% 376
2022
Q2 		$30K Hold
231
– – 0.01% 400
2022
Q1 		$30K Sell
231
-28
-11% -$3.65K 0.01% 388
2021
Q4 		$35K Buy
259
+34
+15% +$4.26K 0.01% 373
2021
Q3 		$30K Sell
225
-61
-21% -$8.15K 0.01% 382
2021
Q2 		$40K Buy
286
+123
+75% +$16.8K 0.01% 295
2021
Q1 		$21K Buy
163
+60
+58% +$7.18K 0.01% 396
2020
Q4 		$12K Buy
103
+47
+84% +$5.43K 0.01% 435
2020
Q3 		$7K Buy
+56
New +$6.59K ﹤0.01% 291
2020
Q1 		– Sell
-184
Closed -$24K – 156
2019
Q4 		$24K Hold
184
– – 0.01% 90
2019
Q3 		$26K Hold
184
– – 0.01% 90
2019
Q2 		$24K Hold
184
– – 0.01% 98
2019
Q1 		$25K Sell
184
-2,367
-93% -$302K 0.01% 93
2018
Q4 		$277K Hold
2,551
– – 0.14% 32
2018
Q3 		$369K Hold
2,551
– – 0.19% 27
2018
Q2 		$341K Hold
2,551
– – 0.18% 29
2018
Q1 		$374K Hold
2,551
– – 0.21% 28
2017
Q4 		$374K Hold
2,551
– – 0.2% 26
2017
Q3 		$354K Hold
2,551
– – 0.2% 27
2017
Q2 		$375K Hold
2,551
– – 0.22% 23
2017
Q1 		$425K Buy
2,551
+1
+0% +$168 0.24% 19
2016
Q4 		$405K Buy
+2,550
New +$388K 0.18% 18

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janiczek Wealth Management's IBM Position: Q2 2024 in Review

Janiczek Wealth Management increased its IBM (IBM) stake by 0.86% in Q2 2024, buying an estimated $695 and bringing the position to 470 shares worth $81.4K. The position accounts for 0.02% of the portfolio, ranked #319.

Janiczek Wealth Management first reported a position in IBM in Q4 2016 and has held it in 29 quarters since. The position peaked at $425K in Q1 2017. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

  • Janiczek Wealth Management held 470 shares of IBM worth $81.4K as of Q2 2024.
  • Janiczek Wealth Management bought 4 IBM shares in Q2 2024, an estimated $695.
  • IBM made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #319 holding.
  • Janiczek Wealth Management first reported a position in IBM in Q4 2016 and has held it in 29 quarters since.
  • Janiczek Wealth Management's IBM position peaked at $425K in Q1 2017.
  • 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.