NEIRG Wealth Management’s IBM IBM Stock Holding History

NEIRG 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
2023 Q1	–	Sell	-15,613	Closed	-$2.2M	–	149
2022 Q4	$2.2M	Sell	15,613 -100	-0.6%	-$13.8K	0.41%	67
2022 Q3	$1.87M	Sell	15,713 -277	-2%	-$36.4K	0.37%	71
2022 Q2	$2.26M	Buy	+15,990	New	+$2.16M	0.49%	67

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

NEIRG Wealth Management's IBM Position: Q1 2023 in Review

NEIRG Wealth Management sold out of IBM (IBM) in Q1 2023, closing a stake of 15,613 shares — an estimated $2.2M sold.

NEIRG Wealth Management first reported a position in IBM in Q2 2022 and held it in 3 quarters. The position peaked at $2.26M in Q2 2022. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

NEIRG Wealth Management reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
NEIRG Wealth Management sold 15,613 IBM shares in Q1 2023, an estimated $2.2M.
NEIRG Wealth Management first reported a position in IBM in Q2 2022 and held it in 3 quarters.
NEIRG Wealth Management's IBM position peaked at $2.26M in Q2 2022.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on NEIRG Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.