Johnson Midwest Financial’s IBM IBM Stock Holding History

Johnson Midwest Financial’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	$189K	Hold	1,346	–	–	0.42%	35
2023 Q2	$180K	Hold	1,346	–	–	0.16%	36
2023 Q1	$176K	Hold	1,346	–	–	0.25%	35
2022 Q4	$190K	Hold	1,346	–	–	0.7%	30
2022 Q3	$160	Sell	1,346 -10	-0.7%	-$1.31K	0.61%	30
2022 Q2	$190K	Buy	1,356 +10	+0.7%	+$1.35K	0.26%	36
2022 Q1	$175K	Hold	1,346	–	–	0.25%	33
2021 Q4	$180K	Sell	1,346 -62	-4%	-$7.78K	0.14%	35
2021 Q3	$187K	Hold	1,408	–	–	0.15%	42
2021 Q2	$197K	Hold	1,408	–	–	0.19%	38
2021 Q1	$179K	Hold	1,408	–	–	0.19%	40
2020 Q4	$169K	Buy	+1,408	New	+$163K	0.16%	39

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

Johnson Midwest Financial's IBM Position: Q3 2023 in Review

Johnson Midwest Financial held its IBM (IBM) position steady in Q3 2023 at 1,346 shares worth $189K. The position accounts for 0.42% of the portfolio, ranked #35.

Johnson Midwest Financial first reported a position in IBM in Q4 2020 and has held it in 12 quarters since. The position peaked at $197K in Q2 2021. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Johnson Midwest Financial held 1,346 shares of IBM worth $189K as of Q3 2023.
Johnson Midwest Financial left its IBM share count unchanged in Q3 2023.
IBM made up 0.42% of Johnson Midwest Financial's portfolio in Q3 2023, its #35 holding.
Johnson Midwest Financial first reported a position in IBM in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's IBM position peaked at $197K in Q2 2021.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.