SBK Financial’s IBM IBM Stock Holding History

SBK Financial’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	$645K	Hold	4,577	–	–	1.02%	35
2022 Q3	$544K	Buy	4,577 +1,102	+32%	+$145K	0.84%	38
2022 Q2	$491K	Hold	3,475	–	–	0.64%	44
2022 Q1	$452K	Hold	3,475	–	–	0.45%	48
2021 Q4	$464K	Buy	+3,475	New	+$436K	0.37%	53

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SBK Financial's IBM Position: Q4 2022 in Review

SBK Financial held its IBM (IBM) position steady in Q4 2022 at 4,577 shares worth $645K. The position accounts for 1.02% of the portfolio, ranked #35.

SBK Financial first reported a position in IBM in Q4 2021 and has held it in 5 quarters since. 2,433 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

SBK Financial held 4,577 shares of IBM worth $645K as of Q4 2022.
SBK Financial left its IBM share count unchanged in Q4 2022.
IBM made up 1.02% of SBK Financial's portfolio in Q4 2022, its #35 holding.
SBK Financial first reported a position in IBM in Q4 2021 and has held it in 5 quarters since.
2,433 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.