KerberRose Wealth Management’s IBM IBM Stock Holding History

KerberRose 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 Q2	$235K	Buy	+1,667	New	+$225K	0.19%	103

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

KerberRose Wealth Management's IBM Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in IBM (IBM) in Q2 2022: 1,667 shares worth $235K. The stake represents 0.19% of the portfolio and ranks #103 among its holdings.

2,376 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

KerberRose Wealth Management held 1,667 shares of IBM worth $235K as of Q2 2022.
IBM was a new KerberRose Wealth Management position in Q2 2022.
IBM made up 0.19% of KerberRose Wealth Management's portfolio in Q2 2022, its #103 holding.
2,376 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.