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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Leo Brokerage's IBM Position: Q2 2023 in Review

Leo Brokerage increased its IBM (IBM) stake by 63% in Q2 2023, buying an estimated $1.11M and bringing the position to 22,255 shares worth $2.98M. The position accounts for 0.34% of the portfolio, ranked #43.

Leo Brokerage first reported a position in IBM in Q3 2020 and has held it in 9 quarters since. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

  • Leo Brokerage held 22,255 shares of IBM worth $2.98M as of Q2 2023.
  • Leo Brokerage bought 8,605 IBM shares in Q2 2023, an estimated $1.11M.
  • IBM made up 0.34% of Leo Brokerage's portfolio in Q2 2023, its #43 holding.
  • Leo Brokerage first reported a position in IBM in Q3 2020 and has held it in 9 quarters since.
  • 2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.