Landmark Financial Advisors’s IBM IBM Stock Holding History

Landmark Financial Advisors’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 Q4	$619K	Buy	3,787 +25	+0.7%	+$3.78K	0.22%	52
2023 Q3	$528K	Buy	3,762 +100	+3%	+$14.2K	0.21%	53
2023 Q2	$490K	Buy	3,662 +38	+1%	+$4.9K	0.2%	57
2023 Q1	$475K	Buy	3,624 +388	+12%	+$51.9K	0.21%	57
2022 Q4	$456K	Buy	3,236 +683	+27%	+$94.2K	0.21%	60
2022 Q3	$303K	Hold	2,553	–	–	0.16%	66
2022 Q2	$360K	Hold	2,553	–	–	0.18%	61
2022 Q1	$355K	Buy	2,553 +87	+4%	+$11.3K	0.17%	65
2021 Q4	$330K	Buy	2,466 +441	+22%	+$55.3K	0.15%	68
2021 Q3	$258K	Sell	2,025 -66	-3%	-$8.82K	0.14%	60
2021 Q2	$293K	Buy	2,091 +66	+3%	+$9.03K	0.14%	63
2021 Q1	$258K	Buy	2,025 +208	+11%	+$24.9K	0.14%	60
2020 Q4	$223K	Buy	+1,817	New	+$210K	0.13%	66
2017 Q2	–	Sell	-1,283	Closed	-$214K	–	55
2017 Q1	$214K	Hold	1,283	–	–	0.16%	50
2016 Q4	$204K	Sell	1,283 -103	-7%	-$15.7K	0.16%	53
2016 Q3	$211K	Buy	+1,386	New	+$210K	0.18%	47
2015 Q1	–	Sell	-1,491	Closed	-$228K	–	54
2014 Q4	$228K	Buy	+1,491	New	+$237K	0.24%	50

Other funds holding IBM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return