Lehman & Derafelo Financial Resources’s IBM IBM Stock Holding History

Lehman & Derafelo Financial Resources’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	$328K	Buy	2,328 +435	+23%	+$60K	0.1%	79
2022 Q3	$225K	Hold	1,893	–	–	0.07%	91
2022 Q2	$267K	Buy	1,893 +162	+9%	+$21.9K	0.08%	85
2022 Q1	$225K	Hold	1,731	–	–	0.06%	101
2021 Q4	$231K	Sell	1,731 -80	-4%	-$10K	0.07%	97
2021 Q3	$240K	Sell	1,811 -146	-7%	-$19.5K	0.08%	88
2021 Q2	$274K	Hold	1,957	–	–	0.07%	95
2021 Q1	$249K	Hold	1,957	–	–	0.07%	100
2020 Q4	$236K	Hold	1,957	–	–	0.07%	98
2020 Q3	$228K	Buy	1,957 +105	+6%	+$12.4K	0.07%	116
2020 Q2	$214K	Buy	+1,852	New	+$215K	0.07%	110
2019 Q4	–	Sell	-2,527	Closed	-$351K	–	209
2019 Q3	$351K	Buy	2,527 +63	+3%	+$8.5K	0.13%	69
2019 Q2	$333K	Buy	2,464 +836	+51%	+$110K	0.14%	71
2019 Q1	$220K	Buy	+1,628	New	+$208K	0.09%	88

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Lehman & Derafelo Financial Resources's IBM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its IBM (IBM) stake by 23% in Q4 2022, buying an estimated $60K and bringing the position to 2,328 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #79.

Lehman & Derafelo Financial Resources first reported a position in IBM in Q1 2019 and has held it in 14 quarters since. The position peaked at $351K in Q3 2019. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Lehman & Derafelo Financial Resources held 2,328 shares of IBM worth $328K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 435 IBM shares in Q4 2022, an estimated $60K.
IBM made up 0.1% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #79 holding.
Lehman & Derafelo Financial Resources first reported a position in IBM in Q1 2019 and has held it in 14 quarters since.
Lehman & Derafelo Financial Resources's IBM position peaked at $351K in Q3 2019.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.