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Legg Mason Asset Management’s IBM IBM Stock Holding History

Legg Mason Asset Management’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
2021
Q4 		$1.01M Buy
7,545
+184
+2% +$23.1K 1.11% 16
2021
Q3 		$978K Buy
7,361
+523
+8% +$69.9K 1.13% 15
2021
Q2 		$958K Sell
6,838
-765
-10% -$105K 1.05% 18
2021
Q1 		$969K Sell
7,603
-450
-6% -$53.9K 1.06% 14
2020
Q4 		$969K Buy
+8,053
New +$931K 0.96% 28
2020
Q2 		$874K Buy
7,563
+191
+3% +$22.2K 0.96% 33
2020
Q1 		$782K Buy
7,372
+530
+8% +$67K 1.05% 25
2019
Q4 		$886K Buy
6,842
+942
+16% +$122K 0.95% 29
2019
Q3 		$821K Buy
5,900
+732
+14% +$98.7K 0.88% 45
2019
Q2 		$682K Buy
5,168
+356
+7% +$46.8K 0.77% 56
2019
Q1 		$650K Sell
4,812
-1,150
-19% -$147K 0.76% 59
2018
Q4 		$648K Sell
5,962
-419
-7% -$50.3K 0.81% 56
2018
Q3 		$923K Sell
6,381
-5,125
-45% -$716K 0.87% 44
2018
Q2 		$1.54M Sell
11,506
-2,720
-19% -$379K 1.21% 13
2018
Q1 		$2.09M Sell
14,226
-4,602
-24% -$696K 1.48% 9
2017
Q4 		$2.76M Sell
18,828
-2,092
-10% -$304K 1.66% 11
2017
Q3 		$2.9M Buy
20,920
+12,866
+160% +$1.79M 1.71% 12
2017
Q2 		$1.18M Buy
+8,054
New +$1.21M 0.97% 33
2014
Q1 		– Sell
-8,577
Closed -$1.54M – 135
2013
Q4 		$1.54M Sell
8,577
-7,113
-45% -$1.23M 0.89% 46
2013
Q3 		$2.78M Buy
+15,690
New +$2.85M 1.51% 9

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legg Mason Asset Management's IBM Position: Q4 2021 in Review

Legg Mason Asset Management increased its IBM (IBM) stake by 2.5% in Q4 2021, buying an estimated $23.1K and bringing the position to 7,545 shares worth $1.01M. The position accounts for 1.11% of the portfolio, ranked #16.

Legg Mason Asset Management first reported a position in IBM in Q3 2013 and has held it in 20 quarters since. The position peaked at $2.9M in Q3 2017. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

  • Legg Mason Asset Management held 7,545 shares of IBM worth $1.01M as of Q4 2021.
  • Legg Mason Asset Management bought 184 IBM shares in Q4 2021, an estimated $23.1K.
  • IBM made up 1.11% of Legg Mason Asset Management's portfolio in Q4 2021, its #16 holding.
  • Legg Mason Asset Management first reported a position in IBM in Q3 2013 and has held it in 20 quarters since.
  • Legg Mason Asset Management's IBM position peaked at $2.9M in Q3 2017.
  • 2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.