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Sanford Advisory Services’s IBM IBM Stock Holding History

Sanford Advisory 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
Q3 		– Sell
-1,651
Closed -$233K – 113
2022
Q2 		$233K Hold
1,651
– – 0.07% 104
2022
Q1 		$215K Buy
1,651
+50
+3% +$6.52K 0.06% 104
2021
Q4 		$214K Sell
1,601
-283
-15% -$35.5K 0.05% 105
2021
Q3 		$250K Sell
1,884
-418
-18% -$55.9K 0.06% 96
2021
Q2 		$323K Hold
2,302
– – 0.08% 82
2021
Q1 		$293K Sell
2,302
-105
-4% -$12.6K 0.08% 85
2020
Q4 		$289K Buy
+2,407
New +$278K 0.09% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Sanford Advisory Services's IBM Position: Q3 2022 in Review

Sanford Advisory Services sold out of IBM (IBM) in Q3 2022, closing a stake of 1,651 shares — an estimated $233K sold.

Sanford Advisory Services first reported a position in IBM in Q4 2020 and held it in 7 quarters. The position peaked at $323K in Q2 2021. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Sanford Advisory Services reported no remaining IBM position as of Q3 2022 after selling out during the quarter.
  • Sanford Advisory Services sold 1,651 IBM shares in Q3 2022, an estimated $233K.
  • Sanford Advisory Services first reported a position in IBM in Q4 2020 and held it in 7 quarters.
  • Sanford Advisory Services's IBM position peaked at $323K in Q2 2021.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Sanford Advisory Services's 13F filing for Q3 2022, filed 9 Nov 2022.