Piershale Financial Group’s IBM IBM Stock Holding History

Piershale Financial Group’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	$141K	Hold	1,050	–	–	0.09%	20
2023 Q1	$138K	Hold	1,050	–	–	0.11%	15
2022 Q4	$148K	Buy	+1,050	New	+$145K	0.12%	15
2019 Q2	–	Sell	-1,674	Closed	-$226K	–	19
2019 Q1	$226K	Buy	+1,674	New	+$213K	0.14%	18
2018 Q4	–	Sell	-1,674	Closed	-$242K	–	26
2018 Q3	$242K	Hold	1,674	–	–	0.12%	18
2018 Q2	$224K	Hold	1,674	–	–	0.12%	21
2018 Q1	$240K	Hold	1,674	–	–	0.13%	19
2017 Q4	$245K	Hold	1,674	–	–	0.13%	18
2017 Q3	$232K	Hold	1,674	–	–	0.13%	22
2017 Q2	$279K	Hold	1,674	–	–	0.18%	19
2017 Q1	$279K	Hold	1,674	–	–	0.18%	19
2016 Q4	$266K	Hold	1,674	–	–	0.16%	21
2016 Q3	$254K	Hold	1,674	–	–	0.19%	15
2016 Q2	$243K	Hold	1,674	–	–	0.18%	14
2016 Q1	$242K	Hold	1,674	–	–	0.14%	11
2015 Q4	$220K	Buy	1,674 +628	+60%	+$84.4K	0.13%	15
2015 Q3	$145K	Hold	1,046	–	–	0.11%	16
2015 Q2	$163K	Hold	1,046	–	–	0.12%	20
2015 Q1	$161K	Hold	1,046	–	–	0.13%	18
2014 Q4	$160K	Hold	1,046	–	–	0.1%	30
2014 Q3	$190K	Hold	1,046	–	–	0.15%	31
2014 Q2	$181K	Hold	1,046	–	–	0.15%	31
2014 Q1	$192K	Hold	1,046	–	–	0.22%	31
2013 Q4	$188K	Hold	1,046	–	–	0.27%	22
2013 Q3	$185K	Buy	1,046 +101	+11%	+$18.4K	0.17%	26
2013 Q2	$57K	Buy	+945	New	+$184K	0.11%	31

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Piershale Financial Group's IBM Position: Q2 2023 in Review

Piershale Financial Group held its IBM (IBM) position steady in Q2 2023 at 1,050 shares worth $141K. The position accounts for 0.09% of the portfolio, ranked #20.

Piershale Financial Group first reported a position in IBM in Q2 2013 and has held it in 26 quarters since. The position peaked at $279K in Q2 2017. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

Piershale Financial Group held 1,050 shares of IBM worth $141K as of Q2 2023.
Piershale Financial Group left its IBM share count unchanged in Q2 2023.
IBM made up 0.09% of Piershale Financial Group's portfolio in Q2 2023, its #20 holding.
Piershale Financial Group first reported a position in IBM in Q2 2013 and has held it in 26 quarters since.
Piershale Financial Group's IBM position peaked at $279K in Q2 2017.
2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.