Prudent Investors Network’s IBM IBM Stock Holding History

Prudent Investors Network’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	$324K	Buy	2,311 +193	+9%	+$27.5K	0.15%	30
2023 Q2	$283K	Sell	2,118 -1,206	-36%	-$156K	0.13%	30
2023 Q1	$436K	Buy	3,324 +1,206	+57%	+$161K	0.21%	26
2022 Q4	$298K	Hold	2,118	–	–	0.14%	29
2022 Q3	$252K	Hold	2,118	–	–	0.13%	29
2022 Q2	$299K	Hold	2,118	–	–	0.16%	27
2022 Q1	$275K	Hold	2,118	–	–	0.13%	29
2021 Q4	$283K	Sell	2,118 -516	-20%	-$64.7K	0.13%	28
2021 Q3	$350K	Buy	2,634 +419	+19%	+$56K	0.18%	28
2021 Q2	$310K	Hold	2,215	–	–	0.16%	28
2021 Q1	$282K	Hold	2,215	–	–	0.16%	23
2020 Q4	$266K	Sell	2,215 -715	-24%	-$82.6K	0.16%	20
2020 Q3	$340K	Hold	2,930	–	–	0.23%	19
2020 Q2	$338K	Sell	2,930 -18	-0.6%	-$2.09K	0.23%	18
2020 Q1	$312K	Buy	+2,948	New	+$373K	0.24%	19

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Prudent Investors Network's IBM Position: Q3 2023 in Review

Prudent Investors Network increased its IBM (IBM) stake by 9.1% in Q3 2023, buying an estimated $27.5K and bringing the position to 2,311 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #30.

Prudent Investors Network first reported a position in IBM in Q1 2020 and has held it in 15 quarters since. The position peaked at $436K in Q1 2023. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Prudent Investors Network held 2,311 shares of IBM worth $324K as of Q3 2023.
Prudent Investors Network bought 193 IBM shares in Q3 2023, an estimated $27.5K.
IBM made up 0.15% of Prudent Investors Network's portfolio in Q3 2023, its #30 holding.
Prudent Investors Network first reported a position in IBM in Q1 2020 and has held it in 15 quarters since.
Prudent Investors Network's IBM position peaked at $436K in Q1 2023.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Prudent Investors Network's 13F filing for Q3 2023, filed 14 Nov 2023.