Soundwatch Capital’s IBM IBM Stock Holding History

Soundwatch Capital’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	-705,000	Closed	-$2.41K	–	33
2023 Q2	$2.41K	Buy	+705,000	New	+$91M	﹤0.01%	34

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

Soundwatch Capital's IBM Position: Q3 2023 in Review

Soundwatch Capital sold out of IBM (IBM) in Q3 2023, closing a stake of 705,000 shares — an estimated $2.41K sold.

Soundwatch Capital first reported a position in IBM in Q2 2023 and held it in 1 quarter. The position peaked at $2.41K in Q2 2023. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Soundwatch Capital reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
Soundwatch Capital sold 705,000 IBM shares in Q3 2023, an estimated $2.41K.
Soundwatch Capital first reported a position in IBM in Q2 2023 and held it in 1 quarter.
Soundwatch Capital's IBM position peaked at $2.41K in Q2 2023.
2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Soundwatch Capital's 13F filing for Q3 2023, filed 13 Nov 2023.