MilWealth Group’s IBM IBM Stock Holding History

MilWealth Group’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	–	Sell	-555	Closed	-$73.8K	–	169
2021 Q3	$73.8K	Buy	555 +23	+4%	+$3.08K	0.03%	33
2021 Q2	$74.6K	Hold	532	–	–	0.03%	31
2021 Q1	$67.8K	Hold	532	–	–	0.03%	30
2020 Q4	$64.1K	Hold	532	–	–	0.03%	30
2020 Q3	$61.9K	Hold	532	–	–	0.03%	29
2020 Q2	$61.5K	Hold	532	–	–	0.04%	29
2020 Q1	$56.5K	Hold	532	–	–	0.04%	29
2019 Q4	$68.2K	Hold	532	–	–	0.05%	28
2019 Q3	$74K	Sell	532 -20	-4%	-$2.7K	0.06%	26
2019 Q2	$72.8K	Buy	552 +20	+4%	+$2.63K	0.06%	25
2019 Q1	$71.8K	Hold	532	–	–	0.06%	23
2018 Q4	$57.9K	Buy	+532	New	+$63.9K	0.06%	27

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

MilWealth Group's IBM Position: Q4 2021 in Review

MilWealth Group sold out of IBM (IBM) in Q4 2021, closing a stake of 555 shares — an estimated $73.8K sold.

MilWealth Group first reported a position in IBM in Q4 2018 and held it in 12 quarters. The position peaked at $74.6K in Q2 2021. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

MilWealth Group reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 555 IBM shares in Q4 2021, an estimated $73.8K.
MilWealth Group first reported a position in IBM in Q4 2018 and held it in 12 quarters.
MilWealth Group's IBM position peaked at $74.6K in Q2 2021.
2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.