Requisite Capital Management’s IBM IBM Stock Holding History

Requisite Capital Management’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 Q4	–	Sell	-1,629	Closed	-$229K	–	80
2023 Q3	$229K	Hold	1,629	–	–	0.06%	70
2023 Q2	$218K	Hold	1,629	–	–	0.06%	62
2023 Q1	$214K	Buy	+1,629	New	+$218K	0.07%	57
2022 Q3	–	Sell	-1,481	Closed	-$209K	–	66
2022 Q2	$209K	Buy	+1,481	New	+$200K	0.07%	54
2021 Q4	–	Sell	-1,654	Closed	-$220K	–	88
2021 Q3	$220K	Hold	1,654	–	–	0.05%	80
2021 Q2	$232K	Hold	1,654	–	–	0.04%	71
2021 Q1	$211K	Buy	+1,654	New	+$198K	0.05%	79
2019 Q2	–	Sell	-151	Closed	-$20K	–	147
2019 Q1	$20K	Buy	+151	New	+$19.2K	0.01%	148

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

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Requisite Capital Management's IBM Position: Q4 2023 in Review

Requisite Capital Management sold out of IBM (IBM) in Q4 2023, closing a stake of 1,629 shares — an estimated $229K sold.

Requisite Capital Management first reported a position in IBM in Q1 2019 and held it in 8 quarters. The position peaked at $232K in Q2 2021. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

Requisite Capital Management reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
Requisite Capital Management sold 1,629 IBM shares in Q4 2023, an estimated $229K.
Requisite Capital Management first reported a position in IBM in Q1 2019 and held it in 8 quarters.
Requisite Capital Management's IBM position peaked at $232K in Q2 2021.
2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Requisite Capital Management's 13F filing for Q4 2023, filed 23 Jan 2024.