Newman & Schimel’s IBM IBM Stock Holding History

Newman & Schimel’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 Q1	–	Sell	-2,553	Closed	-$341K	–	49
2021 Q4	$341K	Sell	2,553 -85	-3%	-$10.7K	0.19%	36
2021 Q3	$350K	Buy	2,638 +28	+1%	+$3.74K	0.22%	37
2021 Q2	$366K	Buy	2,610 +26	+1%	+$3.56K	0.23%	35
2021 Q1	$329K	Buy	+2,584	New	+$309K	0.22%	39

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

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

Newman & Schimel's IBM Position: Q1 2022 in Review

Newman & Schimel sold out of IBM (IBM) in Q1 2022, closing a stake of 2,553 shares — an estimated $341K sold.

Newman & Schimel first reported a position in IBM in Q1 2021 and held it in 4 quarters. The position peaked at $366K in Q2 2021. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.

Newman & Schimel reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
Newman & Schimel sold 2,553 IBM shares in Q1 2022, an estimated $341K.
Newman & Schimel first reported a position in IBM in Q1 2021 and held it in 4 quarters.
Newman & Schimel's IBM position peaked at $366K in Q2 2021.
2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.

Based on Newman & Schimel's 13F filing for Q1 2022, filed 15 Apr 2022.