Second Half Financial Partners’s IBM IBM Stock Holding History

Second Half Financial Partners’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 Q3	–	Sell	-13,853	Closed	-$1.85M	–	80
2023 Q2	$1.85M	Buy	+13,853	New	+$1.79M	0.42%	71

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Second Half Financial Partners's IBM Position: Q3 2023 in Review

Second Half Financial Partners sold out of IBM (IBM) in Q3 2023, closing a stake of 13,853 shares — an estimated $1.85M sold.

Second Half Financial Partners first reported a position in IBM in Q2 2023 and held it in 1 quarter. The position peaked at $1.85M in Q2 2023. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Second Half Financial Partners reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Second Half Financial Partners sold 13,853 IBM shares in Q3 2023, an estimated $1.85M.
Second Half Financial Partners first reported a position in IBM in Q2 2023 and held it in 1 quarter.
Second Half Financial Partners's IBM position peaked at $1.85M in Q2 2023.
2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.