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Palouse Capital Management’s IBM IBM Stock Holding History

Palouse Capital 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
-3,638
Closed -$19.5M – 75
2022
Q4 		$19.5M Sell
3,638
-20,197
-85% -$2.79M 1.35% 21
2022
Q3 		$2.83M Sell
23,835
-768
-3% -$101K 1.61% 25
2022
Q2 		$3.47M Sell
24,603
-373
-1% -$50.3K 1.72% 24
2022
Q1 		$3.25M Sell
24,976
-286
-1% -$37.3K 1.43% 27
2021
Q4 		$3.38M Buy
25,262
+960
+4% +$120K 1.44% 29
2021
Q3 		$3.23M Sell
24,302
-619
-2% -$82.7K 1.44% 27
2021
Q2 		$3.49M Sell
24,921
-352
-1% -$48.1K 1.53% 23
2021
Q1 		$3.22M Buy
25,273
+4,091
+19% +$490K 1.42% 30
2020
Q4 		$2.55M Sell
21,182
-2,032
-9% -$235K 1.35% 32
2020
Q3 		$2.7M Sell
23,214
-5,033
-18% -$593K 1.51% 31
2020
Q2 		$3.26M Sell
28,247
-892
-3% -$104K 1.72% 28
2020
Q1 		$3.09M Sell
29,139
-1,222
-4% -$155K 1.83% 26
2019
Q4 		$3.89M Buy
+30,361
New +$3.95M 1.47% 34
2014
Q4 		– Sell
-11,146
Closed -$2.02M – 127
2014
Q3 		$2.02M Sell
11,146
-195
-2% -$35.5K 0.77% 62
2014
Q2 		$1.97M Sell
11,341
-462
-4% -$83.2K 0.73% 65
2014
Q1 		$2.17M Sell
11,803
-321
-3% -$56.5K 0.82% 49
2013
Q4 		$2.17M Sell
12,124
-138
-1% -$23.8K 0.83% 48
2013
Q3 		$2.17M Buy
12,262
+2,984
+32% +$542K 0.88% 45
2013
Q2 		$1.7M Buy
+9,278
New +$1.81M 0.72% 55

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Palouse Capital Management's IBM Position: Q1 2023 in Review

Palouse Capital Management sold out of IBM (IBM) in Q1 2023, closing a stake of 3,638 shares — an estimated $19.5M sold.

Palouse Capital Management first reported a position in IBM in Q2 2013 and held it in 19 quarters. The position peaked at $19.5M in Q4 2022. 2,393 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

  • Palouse Capital Management reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
  • Palouse Capital Management sold 3,638 IBM shares in Q1 2023, an estimated $19.5M.
  • Palouse Capital Management first reported a position in IBM in Q2 2013 and held it in 19 quarters.
  • Palouse Capital Management's IBM position peaked at $19.5M in Q4 2022.
  • 2,393 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Palouse Capital Management's 13F filing for Q1 2023, filed 15 May 2023.