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Reilly Financial Advisors’s IBM IBM Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-2,588
Closed -$375K – 887
2016
Q1 		$375K Buy
+2,588
New +$331K 0.06% 138

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Reilly Financial Advisors's IBM Position: Q4 2021 in Review

Reilly Financial Advisors reduced its IBM (IBM) stake by 69% in Q4 2021, selling an estimated $126K and leaving 460 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

Reilly Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 34 quarters since. The position peaked at $12.1M in Q3 2019. 2,352 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

  • Reilly Financial Advisors held 460 shares of IBM worth $61K as of Q4 2021.
  • Reilly Financial Advisors sold 1,001 IBM shares in Q4 2021, an estimated $126K.
  • IBM made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #370 holding.
  • Reilly Financial Advisors first reported a position in IBM in Q2 2013 and has held it in 34 quarters since.
  • Reilly Financial Advisors's IBM position peaked at $12.1M in Q3 2019.
  • 2,352 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.