SFG
IBM icon

StrategIQ Financial Group’s IBM IBM Stock Holding History

StrategIQ Financial Group’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
Q4 		$667K Buy
4,077
+66
+2% +$9.97K 0.08% 185
2023
Q3 		$563K Sell
4,011
-5
-0.1% -$711 0.07% 195
2023
Q2 		$537K Buy
4,016
+74
+2% +$9.55K 0.06% 202
2023
Q1 		$517K Buy
3,942
+20
+0.5% +$2.68K 0.06% 196
2022
Q4 		$553K Buy
3,922
+517
+15% +$71.3K 0.06% 186
2022
Q3 		$405K Buy
3,405
+44
+1% +$5.77K 0.05% 196
2022
Q2 		$475K Buy
3,361
+2
+0.1% +$270 0.06% 190
2022
Q1 		$437K Buy
3,359
+24
+0.7% +$3.13K 0.05% 209
2021
Q4 		$446K Buy
3,335
+423
+15% +$53.1K 0.04% 206
2021
Q3 		$387K Buy
2,912
+3
+0.1% +$401 0.08% 162
2021
Q2 		$408K Buy
2,909
+3
+0.1% +$410 0.08% 158
2021
Q1 		$370K Sell
2,906
-101
-3% -$12.1K 0.08% 160
2020
Q4 		$362K Buy
3,007
+308
+11% +$35.6K 0.08% 157
2020
Q3 		$314K Sell
2,699
-1
-0% -$118 0.08% 157
2020
Q2 		$312K Sell
2,700
-1,906
-41% -$221K 0.08% 154
2020
Q1 		$488K Sell
4,606
-1,742
-27% -$220K 0.15% 119
2019
Q4 		$814K Buy
6,348
+67
+1% +$8.71K 0.21% 102
2019
Q3 		$873K Sell
6,281
-102
-2% -$13.8K 0.25% 95
2019
Q2 		$841K Buy
6,383
+1
+0% +$131 0.24% 95
2019
Q1 		$861K Sell
6,382
-307
-5% -$39.1K 0.26% 90
2018
Q4 		$727K Buy
6,689
+8
+0.1% +$960 0.25% 97
2018
Q3 		$966K Buy
6,681
+318
+5% +$44.4K 0.31% 80
2018
Q2 		$850K Buy
6,363
+46
+0.7% +$6.42K 0.29% 79
2018
Q1 		$927K Sell
6,317
-100
-2% -$15.1K 0.37% 70
2017
Q4 		$941K Buy
6,417
+99
+2% +$14.4K 0.37% 73
2017
Q3 		$876K Sell
6,318
-150
-2% -$20.9K 0.35% 60
2017
Q2 		$951K Buy
6,468
+475
+8% +$71.6K 0.4% 56
2017
Q1 		$998K Buy
5,993
+110
+2% +$18.4K 0.45% 52
2016
Q4 		$934K Buy
5,883
+7
+0.1% +$1.07K 0.47% 53
2016
Q3 		$892K Buy
5,876
+7
+0.1% +$1.06K 0.49% 51
2016
Q2 		$852K Buy
+5,869
New +$840K 0.5% 48

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

StrategIQ Financial Group's IBM Position: Q4 2023 in Review

StrategIQ Financial Group increased its IBM (IBM) stake by 1.6% in Q4 2023, buying an estimated $9.97K and bringing the position to 4,077 shares worth $667K. The position accounts for 0.08% of the portfolio, ranked #185.

StrategIQ Financial Group first reported a position in IBM in Q2 2016 and has held it in 31 quarters since. The position peaked at $998K in Q1 2017. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • StrategIQ Financial Group held 4,077 shares of IBM worth $667K as of Q4 2023.
  • StrategIQ Financial Group bought 66 IBM shares in Q4 2023, an estimated $9.97K.
  • IBM made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #185 holding.
  • StrategIQ Financial Group first reported a position in IBM in Q2 2016 and has held it in 31 quarters since.
  • StrategIQ Financial Group's IBM position peaked at $998K in Q1 2017.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.