Relaxing Retirement Coach’s IBM IBM Stock Holding History

Relaxing Retirement Coach’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	$249K	Hold	1,861	–	–	0.07%	66
2023 Q1	$244K	Hold	1,861	–	–	0.08%	60
2022 Q4	$262K	Hold	1,861	–	–	0.1%	58
2022 Q3	$222K	Hold	1,861	–	–	0.1%	49
2022 Q2	$263K	Hold	1,861	–	–	0.13%	47
2022 Q1	$242K	Hold	1,861	–	–	0.12%	49
2021 Q4	$249K	Buy	+1,861	New	+$233K	0.14%	48
2020 Q4	–	Sell	-1,947	Closed	-$227K	–	49
2020 Q3	$227K	Buy	+1,947	New	+$229K	0.1%	55
2020 Q2	–	Sell	-1,947	Closed	-$207K	–	45
2020 Q1	$207K	Hold	1,947	–	–	0.13%	47
2019 Q4	$250K	Hold	1,947	–	–	0.07%	49
2019 Q3	$271K	Hold	1,947	–	–	0.08%	48
2019 Q2	$257K	Hold	1,947	–	–	0.08%	49
2019 Q1	$263K	Hold	1,947	–	–	0.08%	49
2018 Q4	$212K	Hold	1,947	–	–	0.07%	50
2018 Q3	$282K	Buy	+1,947	New	+$272K	0.08%	49
2018 Q2	–	Sell	-1,947	Closed	-$286K	–	51
2018 Q1	$286K	Hold	1,947	–	–	0.09%	50
2017 Q4	$286K	Buy	+1,947	New	+$283K	0.09%	52

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return