Passive Capital Management’s IBM IBM Stock Holding History

Passive 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
2022 Q3	–	Sell	-1,976	Closed	-$279K	–	49
2022 Q2	$279K	Hold	1,976	–	–	0.14%	41
2022 Q1	$257K	Buy	+1,976	New	+$258K	0.14%	43

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Passive Capital Management's IBM Position: Q3 2022 in Review

Passive Capital Management sold out of IBM (IBM) in Q3 2022, closing a stake of 1,976 shares — an estimated $279K sold.

Passive Capital Management first reported a position in IBM in Q1 2022 and held it in 2 quarters. The position peaked at $279K in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

Passive Capital Management reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
Passive Capital Management sold 1,976 IBM shares in Q3 2022, an estimated $279K.
Passive Capital Management first reported a position in IBM in Q1 2022 and held it in 2 quarters.
Passive Capital Management's IBM position peaked at $279K in Q2 2022.
2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Passive Capital Management's 13F filing for Q3 2022, filed 28 Jul 2023.