Lake Point Wealth Management’s IBM IBM Stock Holding History

Lake Point 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	$41K	Buy	292 +168	+135%	+$22.7K	0.02%	75
2022 Q1	$16K	Hold	124	–	–	0.01%	124
2021 Q4	$17K	Sell	124 -6	-5%	-$753	0.01%	130
2021 Q3	$17K	Hold	130	–	–	0.01%	117
2021 Q2	$18K	Buy	+130	New	+$17.8K	0.01%	129
2020 Q1	$3K	Buy	+25	New	+$3.16K	﹤0.01%	232
2019 Q1	–	Sell	-18	Closed	-$2K	–	758
2018 Q4	$2K	Buy	+18	New	+$2.16K	﹤0.01%	676

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lake Point Wealth Management's IBM Position: Q2 2022 in Review

Lake Point Wealth Management increased its IBM (IBM) stake by 135% in Q2 2022, buying an estimated $22.7K and bringing the position to 292 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #75.

Lake Point Wealth Management first reported a position in IBM in Q4 2018 and has held it in 7 quarters since. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

Lake Point Wealth Management held 292 shares of IBM worth $41K as of Q2 2022.
Lake Point Wealth Management bought 168 IBM shares in Q2 2022, an estimated $22.7K.
IBM made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #75 holding.
Lake Point Wealth Management first reported a position in IBM in Q4 2018 and has held it in 7 quarters since.
2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.