Kaizen Financial Strategies’s IBM IBM Stock Holding History

Kaizen Financial Strategies’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	–	Sell	-2,000	Closed	-$382K	–	143
2024 Q1	$382K	Hold	2,000	–	–	0.26%	72
2023 Q4	$327K	Buy	+2,000	New	+$302K	0.25%	68

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

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

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

Amundi Paris, France $367B AUM 31.23% 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

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

Kaizen Financial Strategies's IBM Position: Q2 2024 in Review

Kaizen Financial Strategies sold out of IBM (IBM) in Q2 2024, closing a stake of 2,000 shares — an estimated $382K sold.

Kaizen Financial Strategies first reported a position in IBM in Q4 2023 and held it in 2 quarters. The position peaked at $382K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.

Kaizen Financial Strategies reported no remaining IBM position as of Q2 2024 after selling out during the quarter.
Kaizen Financial Strategies sold 2,000 IBM shares in Q2 2024, an estimated $382K.
Kaizen Financial Strategies first reported a position in IBM in Q4 2023 and held it in 2 quarters.
Kaizen Financial Strategies's IBM position peaked at $382K in Q1 2024.
2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.

Based on Kaizen Financial Strategies's 13F filing for Q2 2024, filed 5 Aug 2024.