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Minot Wealth Management’s IBM IBM Stock Holding History

Minot Wealth Management’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
Q2 		$1.14M Buy
8,104
+701
+9% +$94.6K 0.29% 66
2022
Q1 		$963K Buy
7,403
+260
+4% +$33.9K 0.21% 90
2021
Q4 		$955K Sell
7,143
-957
-12% -$120K 0.18% 94
2021
Q3 		$1.08M Buy
8,100
+480
+6% +$64.2K 0.23% 83
2021
Q2 		$1.02M Buy
7,620
+325
+4% +$44.4K 0.22% 87
2021
Q1 		$929K Buy
7,295
+3,284
+82% +$393K 0.24% 92
2020
Q4 		$483K Buy
4,011
+669
+20% +$77.3K 0.14% 102
2020
Q3 		$389K Buy
+3,342
New +$393K 0.15% 101

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Minot Wealth Management's IBM Position: Q2 2022 in Review

Minot Wealth Management increased its IBM (IBM) stake by 9.5% in Q2 2022, buying an estimated $94.6K and bringing the position to 8,104 shares worth $1.14M. The position accounts for 0.29% of the portfolio, ranked #66.

Minot Wealth Management first reported a position in IBM in Q3 2020 and has held it in 8 quarters since. 2,376 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Minot Wealth Management held 8,104 shares of IBM worth $1.14M as of Q2 2022.
  • Minot Wealth Management bought 701 IBM shares in Q2 2022, an estimated $94.6K.
  • IBM made up 0.29% of Minot Wealth Management's portfolio in Q2 2022, its #66 holding.
  • Minot Wealth Management first reported a position in IBM in Q3 2020 and has held it in 8 quarters since.
  • 2,376 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.