Laurel Wealth Planning’s IBM IBM Stock Holding History

Laurel Wealth Planning’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	-45	Closed	-$6.34K	–	115
2022 Q4	$6.34K	Hold	45	–	–	﹤0.01%	175
2022 Q3	$5K	Hold	45	–	–	﹤0.01%	180
2022 Q2	$6K	Hold	45	–	–	﹤0.01%	178
2022 Q1	$6K	Hold	45	–	–	﹤0.01%	214
2021 Q4	$6K	Sell	45 -2	-4%	-$251	﹤0.01%	162
2021 Q3	$6K	Hold	47	–	–	﹤0.01%	164
2021 Q2	$7K	Hold	47	–	–	0.01%	102
2021 Q1	$6K	Hold	47	–	–	0.01%	99
2020 Q4	$6K	Buy	+47	New	+$5.43K	0.01%	93

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

Laurel Wealth Planning's IBM Position: Q1 2023 in Review

Laurel Wealth Planning sold out of IBM (IBM) in Q1 2023, closing a stake of 45 shares — an estimated $6.34K sold.

Laurel Wealth Planning first reported a position in IBM in Q4 2020 and held it in 9 quarters. The position peaked at $7K in Q2 2021. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Laurel Wealth Planning reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 45 IBM shares in Q1 2023, an estimated $6.34K.
Laurel Wealth Planning first reported a position in IBM in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's IBM position peaked at $7K in Q2 2021.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.