PFS Investments’s IBM IBM Stock Holding History

PFS Investments’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 Q2	$46.8M	Buy	350,045 +16,304	+5%	+$2.1M	0.76%	31
2023 Q1	$43.6M	Buy	333,741 +32,754	+11%	+$4.38M	0.76%	35
2022 Q4	$42.4M	Buy	300,987 +33,413	+12%	+$4.61M	0.79%	27
2022 Q3	$31.8M	Buy	267,574 +63,870	+31%	+$8.38M	0.58%	32
2022 Q2	$28.8M	Buy	203,704 +37,170	+22%	+$5.02M	0.58%	44
2022 Q1	$21.7M	Buy	+166,534	New	+$21.7M	0.41%	75

Other funds holding IBM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PFS Investments's IBM Position: Q2 2023 in Review

PFS Investments increased its IBM (IBM) stake by 4.9% in Q2 2023, buying an estimated $2.1M and bringing the position to 350,045 shares worth $46.8M. The position accounts for 0.76% of the portfolio, ranked #31.

PFS Investments first reported a position in IBM in Q1 2022 and has held it in 6 quarters since. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

PFS Investments held 350,045 shares of IBM worth $46.8M as of Q2 2023.
PFS Investments bought 16,304 IBM shares in Q2 2023, an estimated $2.1M.
IBM made up 0.76% of PFS Investments's portfolio in Q2 2023, its #31 holding.
PFS Investments first reported a position in IBM in Q1 2022 and has held it in 6 quarters since.
2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.