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Sonora Investment Management’s IBM IBM Stock Holding History

Sonora Investment Management’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
2021
Q3 		$3.16M Buy
23,809
+41
+0.2% +$5.48K 0.4% 72
2021
Q2 		$3.33M Buy
23,768
+4,787
+25% +$655K 0.44% 69
2021
Q1 		$2.42M Buy
18,981
+2,228
+13% +$267K 0.19% 134
2020
Q4 		$2.02M Buy
16,753
+927
+6% +$107K 0.17% 137
2020
Q3 		$1.84M Buy
15,826
+1,063
+7% +$125K 0.17% 129
2020
Q2 		$1.71M Buy
14,763
+2,379
+19% +$276K 0.17% 120
2020
Q1 		$1.31M Buy
12,384
+3,811
+44% +$482K 0.16% 121
2019
Q4 		$1.1M Buy
8,573
+4,222
+97% +$549K 0.1% 144
2019
Q3 		$605K Buy
4,351
+2,466
+131% +$333K 0.06% 167
2019
Q2 		$248K Buy
1,885
+195
+12% +$25.6K 0.03% 229
2019
Q1 		$228K Sell
1,690
-22
-1% -$2.8K 0.03% 222
2018
Q4 		$186K Buy
1,712
+1,069
+166% +$128K 0.03% 224
2018
Q3 		$93K Buy
643
+468
+267% +$65.4K 0.01% 297
2018
Q2 		$23K Sell
175
-168
-49% -$23.4K ﹤0.01% 563
2018
Q1 		$50.3K Buy
343
+206
+150% +$31.2K 0.01% 391
2017
Q4 		$20.1K Buy
137
+48
+54% +$6.98K ﹤0.01% 600
2017
Q3 		$12.3K Sell
89
-199
-69% -$27.7K ﹤0.01% 641
2017
Q2 		$42.3K Hold
288
– – 0.01% 367
2017
Q1 		$47.9K Buy
288
+79
+38% +$13.2K 0.01% 344
2016
Q4 		$33.2K Hold
209
– – 0.01% 343
2016
Q3 		$31.8K Buy
+209
New +$31.7K 0.01% 352
2016
Q1 		– Sell
-26
Closed -$3K – 981
2015
Q4 		$3K Hold
26
– – ﹤0.01% 688
2015
Q3 		$4K Buy
+26
New +$3.84K ﹤0.01% 808

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sonora Investment Management's IBM Position: Q3 2021 in Review

Sonora Investment Management increased its IBM (IBM) stake by 0.17% in Q3 2021, buying an estimated $5.48K and bringing the position to 23,809 shares worth $3.16M. The position accounts for 0.4% of the portfolio, ranked #72.

Sonora Investment Management first reported a position in IBM in Q3 2015 and has held it in 23 quarters since. The position peaked at $3.33M in Q2 2021. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Sonora Investment Management held 23,809 shares of IBM worth $3.16M as of Q3 2021.
  • Sonora Investment Management bought 41 IBM shares in Q3 2021, an estimated $5.48K.
  • IBM made up 0.4% of Sonora Investment Management's portfolio in Q3 2021, its #72 holding.
  • Sonora Investment Management first reported a position in IBM in Q3 2015 and has held it in 23 quarters since.
  • Sonora Investment Management's IBM position peaked at $3.33M in Q2 2021.
  • 2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.