Kenfarb & Co’s IBM IBM Stock Holding History

Kenfarb & Co’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	$154K	Hold	1,100	–	–	0.14%	109
2023 Q2	$147K	Hold	1,100	–	–	0.13%	111
2023 Q1	$144K	Hold	1,100	–	–	0.13%	113
2022 Q4	$155K	Hold	1,100	–	–	0.14%	109
2022 Q3	$131K	Hold	1,100	–	–	0.12%	110
2022 Q2	$143K	Hold	1,100	–	–	0.11%	112
2022 Q1	$143K	Hold	1,100	–	–	0.11%	112
2021 Q4	$147K	Buy	+1,100	New	+$138K	0.11%	112

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

Kenfarb & Co's IBM Position: Q3 2023 in Review

Kenfarb & Co held its IBM (IBM) position steady in Q3 2023 at 1,100 shares worth $154K. The position accounts for 0.14% of the portfolio, ranked #109.

Kenfarb & Co first reported a position in IBM in Q4 2021 and has held it in 8 quarters since. The position peaked at $155K in Q4 2022. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Kenfarb & Co held 1,100 shares of IBM worth $154K as of Q3 2023.
Kenfarb & Co left its IBM share count unchanged in Q3 2023.
IBM made up 0.14% of Kenfarb & Co's portfolio in Q3 2023, its #109 holding.
Kenfarb & Co first reported a position in IBM in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's IBM position peaked at $155K in Q4 2022.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.