PYA Waltman Capital’s IBM IBM Stock Holding History

PYA Waltman Capital’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	–	Sell	-117	Closed	-$14K	–	117
2022 Q3	$14K	Hold	117	–	–	0.01%	129
2022 Q2	$17K	Sell	117 -188	-62%	-$25.4K	0.01%	136
2022 Q1	$40K	Buy	305 +280	+1,120%	+$36.5K	0.02%	107
2021 Q4	$3K	Buy	+25	New	+$3.14K	﹤0.01%	172

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

PYA Waltman Capital's IBM Position: Q4 2022 in Review

PYA Waltman Capital sold out of IBM (IBM) in Q4 2022, closing a stake of 117 shares — an estimated $14K sold.

PYA Waltman Capital first reported a position in IBM in Q4 2021 and held it in 4 quarters. The position peaked at $40K in Q1 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

PYA Waltman Capital reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
PYA Waltman Capital sold 117 IBM shares in Q4 2022, an estimated $14K.
PYA Waltman Capital first reported a position in IBM in Q4 2021 and held it in 4 quarters.
PYA Waltman Capital's IBM position peaked at $40K in Q1 2022.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.