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Sargent Bickham Lagudis’s IBM IBM Stock Holding History

Sargent Bickham Lagudis’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 		$1.99M Buy
14,158
+140
+1% +$19.3K 0.16% 109
2022
Q3 		$1.67M Buy
14,018
+116
+0.8% +$15.2K 0.15% 111
2022
Q2 		$1.96M Sell
13,902
-14
-0.1% -$1.89K 0.17% 116
2022
Q1 		$1.81M Sell
13,916
-22
-0.2% -$2.87K 0.14% 112
2021
Q4 		$1.86M Sell
13,938
-404
-3% -$50.7K 0.14% 108
2021
Q3 		$1.91M Buy
14,342
+1,373
+11% +$184K 0.16% 104
2021
Q2 		$1.82M Buy
12,969
+574
+5% +$78.5K 0.15% 104
2021
Q1 		$1.58M Sell
12,395
-52
-0.4% -$6.22K 0.14% 105
2020
Q4 		$1.5M Buy
12,447
+648
+5% +$74.9K 0.14% 100
2020
Q3 		$1.37M Buy
11,799
+451
+4% +$53.1K 0.14% 100
2020
Q2 		$1.31M Sell
11,348
-296
-3% -$34.4K 0.14% 104
2020
Q1 		$1.24M Buy
11,644
+624
+6% +$78.9K 0.16% 104
2019
Q4 		$1.41M Buy
11,020
+335
+3% +$43.5K 0.16% 101
2019
Q3 		$1.49M Sell
10,685
-1,011
-9% -$136K 0.18% 101
2019
Q2 		$1.54M Sell
11,696
-515
-4% -$67.7K 0.18% 98
2019
Q1 		$1.65M Buy
12,211
+1,002
+9% +$128K 0.19% 99
2018
Q4 		$1.22M Buy
11,209
+287
+3% +$34.4K 0.16% 103
2018
Q3 		$1.58M Buy
10,922
+8
+0.1% +$1.12K 0.19% 99
2018
Q2 		$1.46M Buy
10,914
+325
+3% +$45.3K 0.18% 100
2018
Q1 		$1.55M Sell
10,589
-22
-0.2% -$3.33K 0.19% 93
2017
Q4 		$1.56M Sell
10,611
-375
-3% -$54.5K 0.19% 104
2017
Q3 		$1.52M Buy
10,986
+165
+2% +$23K 0.19% 106
2017
Q2 		$1.59M Buy
10,821
+7
+0.1% +$1.05K 0.2% 101
2017
Q1 		$1.8M Buy
10,814
+455
+4% +$76.3K 0.23% 95
2016
Q4 		$1.64M Buy
10,359
+100
+1% +$15.2K 0.25% 92
2016
Q3 		$1.56K Sell
10,259
-9
-0.1% -$1.37K 0.23% 99
2016
Q2 		$1.49M Buy
10,268
+55
+0.5% +$7.87K 0.23% 96
2016
Q1 		$1.48M Buy
+10,213
New +$1.3M 0.24% 92

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

Sargent Bickham Lagudis's IBM Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its IBM (IBM) stake by 1% in Q4 2022, buying an estimated $19.3K and bringing the position to 14,158 shares worth $1.99M. The position accounts for 0.16% of the portfolio, ranked #109.

Sargent Bickham Lagudis first reported a position in IBM in Q1 2016 and has held it in 28 quarters since. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Sargent Bickham Lagudis held 14,158 shares of IBM worth $1.99M as of Q4 2022.
  • Sargent Bickham Lagudis bought 140 IBM shares in Q4 2022, an estimated $19.3K.
  • IBM made up 0.16% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #109 holding.
  • Sargent Bickham Lagudis first reported a position in IBM in Q1 2016 and has held it in 28 quarters since.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.