Mission Financial Group’s IBM IBM Stock Holding History

Mission Financial 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	$238K	Buy	+804	New	+$101K	0.22%	125

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mission Financial Group's IBM Position: Q4 2021 in Review

Mission Financial Group opened a new position in IBM (IBM) in Q4 2021: 804 shares worth $238K. The stake represents 0.22% of the portfolio and ranks #125 among its holdings.

2,350 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

Mission Financial Group held 804 shares of IBM worth $238K as of Q4 2021.
IBM was a new Mission Financial Group position in Q4 2021.
IBM made up 0.22% of Mission Financial Group's portfolio in Q4 2021, its #125 holding.
2,350 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Mission Financial Group's 13F filing for Q4 2021, filed 25 Mar 2026.