Peloton Wealth Strategists’s IBM IBM Stock Holding History

Peloton Wealth Strategists’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
2024 Q3	–	Sell	-11,752	Closed	-$2.03M	–	95
2024 Q2	$2.03M	Sell	11,752 -13	-0.1%	-$2.26K	0.84%	44
2024 Q1	$2.25M	Sell	11,765 -325	-3%	-$59.3K	0.91%	42
2023 Q4	$1.98M	Sell	12,090 -900	-7%	-$136K	0.86%	45
2023 Q3	$1.82M	Sell	12,990 -185	-1%	-$26.3K	0.84%	46
2023 Q2	$1.76M	Sell	13,175 -75	-0.6%	-$9.68K	0.78%	49
2023 Q1	$1.74M	Hold	13,250	–	–	0.79%	47
2022 Q4	$1.87M	Sell	13,250 -100	-0.7%	-$13.8K	0.9%	44
2022 Q3	$1.59M	Buy	13,350 +100	+0.8%	+$13.1K	0.83%	47
2022 Q2	$1.87M	Buy	13,250 +325	+3%	+$43.9K	0.91%	46
2022 Q1	$1.68M	Buy	12,925 +4,810	+59%	+$627K	0.7%	51
2021 Q4	$1.08M	Buy	8,115 +861	+12%	+$108K	0.43%	63
2021 Q3	$963K	Buy	+7,254	New	+$970K	0.39%	64

Other funds holding IBM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon

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