LB
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Leo Brokerage’s IBM IBM Stock Holding History

Leo Brokerage’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
Q2 		$2.98M Buy
22,255
+8,605
+63% +$1.11M 0.34% 43
2023
Q1 		$1.79M Buy
+13,650
New +$1.83M 0.27% 74
2022
Q2 		$435K Sell
3,084
-4,663
-60% -$629K 0.12% 113
2022
Q1 		$1.01M Buy
+7,747
New +$1.01M 0.16% 95
2021
Q3 		$258K Buy
1,942
+158
+9% +$21.1K 0.05% 158
2021
Q2 		$250K Sell
1,784
-135
-7% -$18.5K 0.05% 160
2021
Q1 		$245K Sell
1,919
-334
-15% -$40K 0.07% 161
2020
Q4 		$271K Sell
2,253
-530
-19% -$61.3K 0.09% 143
2020
Q3 		$321K Buy
+2,783
New +$328K 0.13% 91

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return