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Strategic Asset Management’s IBM IBM Stock Holding History

Strategic Asset 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
Q3 		$14K Hold
120
– – 0.02% 316
2022
Q2 		$17K Hold
120
– – 0.03% 299
2022
Q1 		$16K Hold
120
– – 0.02% 315
2021
Q4 		$16K Sell
120
-6
-5% -$753 0.02% 297
2021
Q3 		$17K Buy
+126
New +$16.8K 0.02% 273

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Strategic Asset Management's IBM Position: Q3 2022 in Review

Strategic Asset Management held its IBM (IBM) position steady in Q3 2022 at 120 shares worth $14K. The position accounts for 0.02% of the portfolio, ranked #316.

Strategic Asset Management first reported a position in IBM in Q3 2021 and has held it in 5 quarters since. The position peaked at $17K in Q2 2022. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Strategic Asset Management held 120 shares of IBM worth $14K as of Q3 2022.
  • Strategic Asset Management left its IBM share count unchanged in Q3 2022.
  • IBM made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #316 holding.
  • Strategic Asset Management first reported a position in IBM in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's IBM position peaked at $17K in Q2 2022.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.