Stapp Wealth Management’s IBM IBM Stock Holding History

Stapp Wealth 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
2022 Q4	–	Sell	-900	Closed	-$107K	–	60
2022 Q3	$107K	Buy	+900	New	+$118K	0.31%	22

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

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

Stapp Wealth Management's IBM Position: Q4 2022 in Review

Stapp Wealth Management sold out of IBM (IBM) in Q4 2022, closing a stake of 900 shares — an estimated $107K sold.

Stapp Wealth Management first reported a position in IBM in Q3 2022 and held it in 1 quarter. The position peaked at $107K in Q3 2022. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Stapp Wealth Management reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
Stapp Wealth Management sold 900 IBM shares in Q4 2022, an estimated $107K.
Stapp Wealth Management first reported a position in IBM in Q3 2022 and held it in 1 quarter.
Stapp Wealth Management's IBM position peaked at $107K in Q3 2022.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.