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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Landmark Financial Advisors's IBM Position: Q4 2023 in Review

Landmark Financial Advisors increased its IBM (IBM) stake by 0.66% in Q4 2023, buying an estimated $3.78K and bringing the position to 3,787 shares worth $619K. The position accounts for 0.22% of the portfolio, ranked #52.

Landmark Financial Advisors first reported a position in IBM in Q4 2014 and has held it in 17 quarters since. 2,681 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Landmark Financial Advisors held 3,787 shares of IBM worth $619K as of Q4 2023.
  • Landmark Financial Advisors bought 25 IBM shares in Q4 2023, an estimated $3.78K.
  • IBM made up 0.22% of Landmark Financial Advisors's portfolio in Q4 2023, its #52 holding.
  • Landmark Financial Advisors first reported a position in IBM in Q4 2014 and has held it in 17 quarters since.
  • 2,681 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.