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Karp Capital Management’s IBM IBM Stock Holding History

Karp Capital 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
-2,507
Closed -$298K – 46
2022
Q3 		$298K Sell
2,507
-235
-9% -$30.8K 0.06% 106
2022
Q2 		$387K Buy
2,742
+9
+0.3% +$1.22K 0.07% 113
2022
Q1 		$355K Buy
+2,733
New +$356K 0.05% 107
2019
Q1 		– Sell
-348
Closed -$38K – 230
2018
Q4 		$38K Buy
+348
New +$41.8K 0.02% 163

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Karp Capital Management's IBM Position: Q4 2022 in Review

Karp Capital Management sold out of IBM (IBM) in Q4 2022, closing a stake of 2,507 shares — an estimated $298K sold.

Karp Capital Management first reported a position in IBM in Q4 2018 and held it in 4 quarters. The position peaked at $387K in Q2 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Karp Capital Management reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 2,507 IBM shares in Q4 2022, an estimated $298K.
  • Karp Capital Management first reported a position in IBM in Q4 2018 and held it in 4 quarters.
  • Karp Capital Management's IBM position peaked at $387K in Q2 2022.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.