Keystone Wealth Services’s IBM IBM Stock Holding History

Keystone Wealth Services’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 Q1	–	Sell	-1,549	Closed	-$207K	–	185
2021 Q4	$207K	Buy	+1,549	New	+$194K	0.08%	162

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Keystone Wealth Services's IBM Position: Q1 2022 in Review

Keystone Wealth Services sold out of IBM (IBM) in Q1 2022, closing a stake of 1,549 shares — an estimated $207K sold.

Keystone Wealth Services first reported a position in IBM in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

Keystone Wealth Services reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
Keystone Wealth Services sold 1,549 IBM shares in Q1 2022, an estimated $207K.
Keystone Wealth Services first reported a position in IBM in Q4 2021 and held it in 1 quarter.
Keystone Wealth Services's IBM position peaked at $207K in Q4 2021.
2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Keystone Wealth Services's 13F filing for Q1 2022, filed 21 Apr 2022.