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Kanen Wealth Management’s IBM IBM Stock Holding History

Kanen 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
2022
Q4 		– Sell
-25,000
Closed -$2.97M – 25
2022
Q3 		$2.97M Buy
+25,000
New +$3.28M 1.74% 14
2021
Q3 		– Sell
-7,746
Closed -$1.09M – 29
2021
Q2 		$1.09M Sell
7,746
-3,724
-32% -$509K 0.25% 23
2021
Q1 		$1.46M Buy
+11,470
New +$1.37M 0.76% 17

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kanen Wealth Management's IBM Position: Q4 2022 in Review

Kanen Wealth Management sold out of IBM (IBM) in Q4 2022, closing a stake of 25,000 shares — an estimated $2.97M sold.

Kanen Wealth Management first reported a position in IBM in Q1 2021 and held it in 3 quarters. The position peaked at $2.97M in Q3 2022. 2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Kanen Wealth Management reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Kanen Wealth Management sold 25,000 IBM shares in Q4 2022, an estimated $2.97M.
  • Kanen Wealth Management first reported a position in IBM in Q1 2021 and held it in 3 quarters.
  • Kanen Wealth Management's IBM position peaked at $2.97M in Q3 2022.
  • 2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Kanen Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.