SCFS
IBM icon

S.C. Financial Services’s IBM IBM Stock Holding History

S.C. Financial Services’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 		$367K Buy
2,606
+233
+10% +$32.1K 0.56% 61
2022
Q3 		$282K Buy
2,373
+263
+12% +$34.5K 0.45% 80
2022
Q2 		$298K Buy
2,110
+534
+34% +$72.1K 0.46% 77
2022
Q1 		$205K Buy
1,576
+16
+1% +$2.09K 0.26% 116
2021
Q4 		$210K Buy
+1,560
New +$196K 0.24% 117

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
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

S.C. Financial Services's IBM Position: Q4 2022 in Review

S.C. Financial Services increased its IBM (IBM) stake by 9.8% in Q4 2022, buying an estimated $32.1K and bringing the position to 2,606 shares worth $367K. The position accounts for 0.56% of the portfolio, ranked #61.

S.C. Financial Services first reported a position in IBM in Q4 2021 and has held it in 5 quarters since. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • S.C. Financial Services held 2,606 shares of IBM worth $367K as of Q4 2022.
  • S.C. Financial Services bought 233 IBM shares in Q4 2022, an estimated $32.1K.
  • IBM made up 0.56% of S.C. Financial Services's portfolio in Q4 2022, its #61 holding.
  • S.C. Financial Services first reported a position in IBM in Q4 2021 and has held it in 5 quarters since.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.