PIM
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Perpetual Investment Management’s IBM IBM Stock Holding History

Perpetual Investment 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
Q4 		$1.11M Hold
7,856
– – 0.13% 99
2022
Q3 		$933K Hold
7,856
– – 0.14% 111
2022
Q2 		$1.11M Hold
7,856
– – 0.16% 113
2022
Q1 		$1.02M Hold
7,856
– – 0.13% 127
2021
Q4 		$1.05M Sell
7,856
-361
-4% -$45.3K 0.12% 126
2021
Q3 		$1.09M Hold
8,217
– – 0.14% 127
2021
Q2 		$1.15M Hold
8,217
– – 0.16% 119
2021
Q1 		$1.04M Hold
8,217
– – 0.17% 89
2020
Q4 		$977K Buy
+8,217
New +$950K 0.14% 111

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Perpetual Investment Management's IBM Position: Q4 2022 in Review

Perpetual Investment Management held its IBM (IBM) position steady in Q4 2022 at 7,856 shares worth $1.11M. The position accounts for 0.13% of the portfolio, ranked #99.

Perpetual Investment Management first reported a position in IBM in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.15M in Q2 2021. 2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Perpetual Investment Management held 7,856 shares of IBM worth $1.11M as of Q4 2022.
  • Perpetual Investment Management left its IBM share count unchanged in Q4 2022.
  • IBM made up 0.13% of Perpetual Investment Management's portfolio in Q4 2022, its #99 holding.
  • Perpetual Investment Management first reported a position in IBM in Q4 2020 and has held it in 9 quarters since.
  • Perpetual Investment Management's IBM position peaked at $1.15M in Q2 2021.
  • 2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.