LWP
IBM icon

Lumature Wealth Partners’s IBM IBM Stock Holding History

Lumature Wealth Partners’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 		$538K Buy
4,018
+960
+31% +$124K 0.32% 65
2023
Q1 		$401K Buy
3,058
+73
+2% +$9.77K 0.22% 78
2022
Q4 		$421K Buy
2,985
+418
+16% +$57.7K 0.24% 81
2022
Q3 		$305K Buy
2,567
+197
+8% +$25.9K 0.16% 100
2022
Q2 		$335K Buy
2,370
+120
+5% +$16.2K 0.15% 106
2022
Q1 		$293K Buy
2,250
+1,815
+417% +$237K 0.12% 125
2021
Q4 		$58K Sell
435
-106
-20% -$13.3K 0.02% 220
2021
Q3 		$72K Sell
541
-43
-7% -$5.75K 0.03% 205
2021
Q2 		$82K Buy
584
+96
+20% +$13.1K 0.03% 196
2021
Q1 		$62K Buy
+488
New +$58.4K 0.03% 211

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
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 $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lumature Wealth Partners's IBM Position: Q2 2023 in Review

Lumature Wealth Partners increased its IBM (IBM) stake by 31% in Q2 2023, buying an estimated $124K and bringing the position to 4,018 shares worth $538K. The position accounts for 0.32% of the portfolio, ranked #65.

Lumature Wealth Partners first reported a position in IBM in Q1 2021 and has held it in 10 quarters since. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

  • Lumature Wealth Partners held 4,018 shares of IBM worth $538K as of Q2 2023.
  • Lumature Wealth Partners bought 960 IBM shares in Q2 2023, an estimated $124K.
  • IBM made up 0.32% of Lumature Wealth Partners's portfolio in Q2 2023, its #65 holding.
  • Lumature Wealth Partners first reported a position in IBM in Q1 2021 and has held it in 10 quarters since.
  • 2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.