PWAG
IBM icon

Polaris Wealth Advisory Group’s IBM IBM Stock Holding History

Polaris Wealth Advisory 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
Q3 		$240K Buy
+1,708
New +$243K 0.02% 155
2023
Q2 		– Sell
-2,208
Closed -$289K – 167
2023
Q1 		$289K Sell
2,208
-37
-2% -$4.95K 0.02% 151
2022
Q4 		$326K Buy
2,245
+2
+0.1% +$276 0.02% 150
2022
Q3 		$264K Hold
2,243
– – 0.02% 143
2022
Q2 		$317K Buy
2,243
+300
+15% +$40.5K 0.03% 118
2022
Q1 		$250K Buy
+1,943
New +$253K 0.02% 139
2020
Q1 		– Sell
-1,539
Closed -$203K – 145
2019
Q4 		$203K Sell
1,539
-50
-3% -$6.5K 0.01% 149
2019
Q3 		$215K Buy
1,589
+42
+3% +$5.67K 0.02% 139
2019
Q2 		$207K Buy
+1,547
New +$203K 0.02% 138
2018
Q4 		– Sell
-3,186
Closed -$461K – 286
2018
Q3 		$461K Buy
3,186
+2,820
+770% +$394K 0.03% 110
2018
Q2 		$54K Sell
366
-197
-35% -$27.5K ﹤0.01% 129
2018
Q1 		$83K Buy
+563
New +$85.2K 0.01% 184
2017
Q2 		– Sell
-91,821
Closed -$15.3M – 127
2017
Q1 		$15.3M Buy
91,821
+1,910
+2% +$320K 1.67% 28
2016
Q4 		$14.3M Sell
89,911
-1,934
-2% -$295K 1.65% 28
2016
Q3 		$13.9M Buy
91,845
+4,068
+5% +$617K 1.67% 32
2016
Q2 		$12.7M Buy
87,777
+86,301
+5,847% +$12.4M 1.98% 24
2016
Q1 		$214K Sell
1,476
-2,068
-58% -$264K 0.03% 100
2015
Q4 		$466K Buy
+3,544
New +$476K 0.08% 83
2014
Q2 		– Sell
-615
Closed -$113K – 105
2014
Q1 		$113K Hold
615
– – 0.03% 83
2013
Q4 		$110K Hold
615
– – 0.03% 88
2013
Q3 		$109K Sell
615
-1,156
-65% -$210K 0.03% 76
2013
Q2 		$324K Buy
+1,771
New +$345K 0.13% 55

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polaris Wealth Advisory Group's IBM Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in IBM (IBM) in Q3 2023: 1,708 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in IBM as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in IBM in Q2 2013 and has held it in 22 quarters since. The position peaked at $15.3M in Q1 2017. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • Polaris Wealth Advisory Group held 1,708 shares of IBM worth $240K as of Q3 2023.
  • IBM was a new Polaris Wealth Advisory Group position in Q3 2023.
  • IBM made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #155 holding.
  • Polaris Wealth Advisory Group first reported a position in IBM in Q2 2013 and has held it in 22 quarters since.
  • Polaris Wealth Advisory Group's IBM position peaked at $15.3M in Q1 2017.
  • 2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.