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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Relaxing Retirement Coach's IBM Position: Q2 2023 in Review

Relaxing Retirement Coach held its IBM (IBM) position steady in Q2 2023 at 1,861 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #66.

Relaxing Retirement Coach first reported a position in IBM in Q4 2017 and has held it in 17 quarters since. The position peaked at $286K in Q1 2018. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

Relaxing Retirement Coach held 1,861 shares of IBM worth $249K as of Q2 2023.
Relaxing Retirement Coach left its IBM share count unchanged in Q2 2023.
IBM made up 0.07% of Relaxing Retirement Coach's portfolio in Q2 2023, its #66 holding.
Relaxing Retirement Coach first reported a position in IBM in Q4 2017 and has held it in 17 quarters since.
Relaxing Retirement Coach's IBM position peaked at $286K in Q1 2018.
2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.