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Schwarz Dygos Wheeler Investment Advisors’s IBM IBM Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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
Q1 		– Sell
-1,491
Closed -$210K – 143
2022
Q4 		$210K Buy
+1,491
New +$206K 0.08% 120
2022
Q3 		– Sell
-1,491
Closed -$211K – 123
2022
Q2 		$211K Buy
+1,491
New +$201K 0.08% 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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's IBM Position: Q1 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of IBM (IBM) in Q1 2023, closing a stake of 1,491 shares — an estimated $210K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IBM in Q2 2022 and held it in 2 quarters. The position peaked at $211K in Q2 2022. 2,393 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 1,491 IBM shares in Q1 2023, an estimated $210K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in IBM in Q2 2022 and held it in 2 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's IBM position peaked at $211K in Q2 2022.
  • 2,393 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.