Kistler-Tiffany Companies’s IBM IBM Stock Holding History

Kistler-Tiffany Companies’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 Q2	$1.06M	Buy	7,896 +97	+1%	+$12.5K	0.17%	116
2023 Q1	$1.02M	Buy	7,799 +309	+4%	+$41.3K	0.19%	93
2022 Q4	$1.06M	Sell	7,490 -2,283	-23%	-$315K	0.22%	87
2022 Q3	$1.16M	Sell	9,773 -68	-0.7%	-$8.92K	0.26%	67
2022 Q2	$1.39M	Sell	9,841 -5,010	-34%	-$676K	0.3%	58
2022 Q1	$1.93M	Buy	14,851 +8,182	+123%	+$1.07M	0.36%	50
2021 Q4	$891K	Sell	6,669 -320	-5%	-$40.1K	0.17%	84
2021 Q3	$928K	Buy	6,989 +362	+5%	+$48.4K	0.21%	80
2021 Q2	$929K	Buy	6,627 +937	+16%	+$128K	0.21%	80
2021 Q1	$725K	Buy	5,690 +645	+13%	+$77.2K	0.19%	86
2020 Q4	$607K	Sell	5,045 -8	-0.2%	-$925	0.17%	87
2020 Q3	$588K	Buy	5,053 +214	+4%	+$25.2K	0.19%	83
2020 Q2	$559K	Hold	4,839	–	–	0.2%	79
2020 Q1	$620K	Hold	4,839	–	–	0.22%	68
2019 Q4	$620K	Sell	4,839 -332	-6%	-$43.1K	0.22%	70
2019 Q3	$719K	Hold	5,171	–	–	0.27%	55
2019 Q2	$682K	Hold	5,171	–	–	0.26%	59
2019 Q1	$698K	Sell	5,171 -309	-6%	-$39.4K	0.29%	58
2018 Q4	$596K	Sell	5,480 -120	-2%	-$14.4K	0.28%	58
2018 Q3	$810K	Sell	5,600 -223	-4%	-$31.2K	0.33%	51
2018 Q2	$778K	Buy	5,823 +1	+0%	+$139	0.34%	51
2018 Q1	$854K	Buy	5,822 +1,100	+23%	+$166K	0.35%	54
2017 Q4	$693K	Sell	4,722 -77	-2%	-$11.2K	0.27%	63
2017 Q3	$666K	Sell	4,799 -207	-4%	-$28.8K	0.28%	64
2017 Q2	$736K	Buy	5,006 +330	+7%	+$49.8K	0.34%	52
2017 Q1	$778K	Sell	4,676 -4	-0.1%	-$671	0.37%	49
2016 Q4	$743K	Sell	4,680 -530	-10%	-$80.7K	0.36%	50
2016 Q3	$791K	Sell	5,210 -103	-2%	-$15.6K	0.39%	45
2016 Q2	$771K	Buy	5,313 +570	+12%	+$81.6K	0.4%	47
2016 Q1	$687K	Sell	4,743 -296	-6%	-$37.8K	0.38%	48
2015 Q4	$663K	Sell	5,039 -712	-12%	-$95.7K	0.36%	51
2015 Q3	$797K	Sell	5,751 -166	-3%	-$24.5K	0.48%	41
2015 Q2	$920K	Sell	5,917 -227	-4%	-$36.5K	0.55%	36
2015 Q1	$943K	Sell	6,144 -502	-8%	-$76.1K	0.6%	32
2014 Q4	$1.02M	Sell	6,646 -21	-0.3%	-$3.34K	0.67%	31
2014 Q3	$1.21M	Buy	6,667 +138	+2%	+$25.1K	0.81%	27
2014 Q2	$1.13M	Sell	6,529 -40	-0.6%	-$7.2K	0.82%	30
2014 Q1	$1.21M	Buy	6,569 +160	+2%	+$28.2K	0.9%	25
2013 Q4	$1.15M	Buy	6,409 +246	+4%	+$42.4K	0.86%	26
2013 Q3	$1.09M	Buy	6,163 +250	+4%	+$45.4K	0.88%	30
2013 Q2	$1.08M	Buy	+5,913	New	+$1.15M	0.93%	29

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kistler-Tiffany Companies's IBM Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its IBM (IBM) stake by 1.2% in Q2 2023, buying an estimated $12.5K and bringing the position to 7,896 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #116.

Kistler-Tiffany Companies first reported a position in IBM in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.93M in Q1 2022. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

Kistler-Tiffany Companies held 7,896 shares of IBM worth $1.06M as of Q2 2023.
Kistler-Tiffany Companies bought 97 IBM shares in Q2 2023, an estimated $12.5K.
IBM made up 0.17% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #116 holding.
Kistler-Tiffany Companies first reported a position in IBM in Q2 2013 and has held it in 41 quarters since.
Kistler-Tiffany Companies's IBM position peaked at $1.93M in Q1 2022.
2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.