Jupiter Wealth Management’s IBM IBM Stock Holding History

Jupiter 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
2021 Q4	–	Sell	-2,092	Closed	-$240K	–	95
2021 Q3	$240K	Sell	2,092 -5,230	-71%	-$699K	0.11%	86
2021 Q2	$1.01M	Hold	7,322	–	–	0.48%	47
2021 Q1	$1.01M	Buy	+7,322	New	+$876K	0.51%	44

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Jupiter Wealth Management's IBM Position: Q4 2021 in Review

Jupiter Wealth Management sold out of IBM (IBM) in Q4 2021, closing a stake of 2,092 shares — an estimated $240K sold.

Jupiter Wealth Management first reported a position in IBM in Q1 2021 and held it in 3 quarters. The position peaked at $1.01M in Q1 2021. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

Jupiter Wealth Management reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
Jupiter Wealth Management sold 2,092 IBM shares in Q4 2021, an estimated $240K.
Jupiter Wealth Management first reported a position in IBM in Q1 2021 and held it in 3 quarters.
Jupiter Wealth Management's IBM position peaked at $1.01M in Q1 2021.
2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Jupiter Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.