Lane & Associates’s IBM IBM Stock Holding History

Lane & Associates’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 Q1	–	Sell	-2,190	Closed	-$308K	–	102
2022 Q4	$308K	Buy	+2,190	New	+$302K	0.29%	71

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

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

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

Lane & Associates's IBM Position: Q1 2023 in Review

Lane & Associates sold out of IBM (IBM) in Q1 2023, closing a stake of 2,190 shares — an estimated $308K sold.

Lane & Associates first reported a position in IBM in Q4 2022 and held it in 1 quarter. The position peaked at $308K in Q4 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Lane & Associates reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Lane & Associates sold 2,190 IBM shares in Q1 2023, an estimated $308K.
Lane & Associates first reported a position in IBM in Q4 2022 and held it in 1 quarter.
Lane & Associates's IBM position peaked at $308K in Q4 2022.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Lane & Associates's 13F filing for Q1 2023, filed 12 Apr 2024.