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Laurel Wealth Advisors (California)’s IBM IBM Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$2.93M Sell
20,784
-57
-0.3% -$7.86K 0.29% 83
2022
Q3 		$2.48M Buy
20,841
+1,487
+8% +$195K 0.26% 87
2022
Q2 		$2.73M Buy
19,354
+271
+1% +$36.6K 0.28% 85
2022
Q1 		$2.48M Sell
19,083
-151
-0.8% -$19.7K 0.21% 108
2021
Q4 		$2.57M Sell
19,234
-2,551
-12% -$320K 0.2% 117
2021
Q3 		$2.89M Buy
21,785
+2,259
+12% +$302K 0.53% 33
2021
Q2 		$2.74M Buy
19,526
+1,185
+6% +$162K 0.35% 65
2021
Q1 		$2.34M Buy
18,341
+2,839
+18% +$340K 0.35% 65
2020
Q4 		$1.86M Sell
15,502
-1,598
-9% -$185K 0.27% 87
2020
Q3 		$1.99M Sell
17,100
-478
-3% -$56.3K 0.33% 66
2020
Q2 		$2.03M Sell
17,578
-27
-0.2% -$3.14K 0.37% 69
2020
Q1 		$1.87M Buy
17,605
+432
+3% +$54.6K 0.43% 59
2019
Q4 		$2.2M Sell
17,173
-3,762
-18% -$489K 0.37% 66
2019
Q3 		$2.91M Buy
20,935
+4,900
+31% +$661K 0.5% 49
2019
Q2 		$2.11M Buy
16,035
+248
+2% +$32.6K 0.46% 53
2019
Q1 		$2.13M Buy
15,787
+558
+4% +$71.1K 0.52% 47
2018
Q4 		$1.65M Sell
15,229
-754
-5% -$90.5K 0.49% 51
2018
Q3 		$2.31M Sell
15,983
-408
-2% -$57K 0.57% 42
2018
Q2 		$2.19M Buy
16,391
+445
+3% +$62.1K 0.58% 39
2018
Q1 		$2.34M Sell
15,946
-91
-0.6% -$13.8K 0.72% 29
2017
Q4 		$2.35M Buy
16,037
+4,705
+42% +$684K 0.68% 32
2017
Q3 		$1.57M Sell
11,332
-1,054
-9% -$147K 0.53% 52
2017
Q2 		$1.82M Buy
12,386
+1,356
+12% +$204K 0.65% 37
2017
Q1 		$1.84M Buy
11,030
+4,957
+82% +$831K 0.71% 31
2016
Q4 		$963K Buy
6,073
+712
+13% +$108K 0.43% 70
2016
Q3 		$814K Sell
5,361
-26
-0.5% -$3.95K 0.39% 73
2016
Q2 		$782K Sell
5,387
-495
-8% -$70.9K 0.38% 74
2016
Q1 		$852K Sell
5,882
-275
-4% -$35.1K 0.43% 66
2015
Q4 		$810K Buy
+6,157
New +$827K 0.42% 69

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IBM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its IBM (IBM) stake by 0.27% in Q4 2022, selling an estimated $7.86K and leaving 20,784 shares worth $2.93M. The position accounts for 0.29% of the portfolio, ranked #83.

Laurel Wealth Advisors (California) first reported a position in IBM in Q4 2015 and has held it in 29 quarters since. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 20,784 shares of IBM worth $2.93M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 57 IBM shares in Q4 2022, an estimated $7.86K.
  • IBM made up 0.29% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #83 holding.
  • Laurel Wealth Advisors (California) first reported a position in IBM in Q4 2015 and has held it in 29 quarters since.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.