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IBM icon

Surevest’s IBM IBM Stock Holding History

Surevest’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 		$78K Sell
654
-5
-0.8% -$656 0.02% 170
2022
Q2 		$93K Buy
659
+5
+0.8% +$675 0.02% 174
2022
Q1 		$85K Sell
654
-373
-36% -$48.6K 0.02% 163
2021
Q4 		$137K Buy
+1,027
New +$129K 0.03% 134

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

Surevest's IBM Position: Q3 2022 in Review

Surevest reduced its IBM (IBM) stake by 0.76% in Q3 2022, selling an estimated $656 and leaving 654 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #170.

Surevest first reported a position in IBM in Q4 2021 and has held it in 4 quarters since. The position peaked at $137K in Q4 2021. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Surevest held 654 shares of IBM worth $78K as of Q3 2022.
  • Surevest sold 5 IBM shares in Q3 2022, an estimated $656.
  • IBM made up 0.02% of Surevest's portfolio in Q3 2022, its #170 holding.
  • Surevest first reported a position in IBM in Q4 2021 and has held it in 4 quarters since.
  • Surevest's IBM position peaked at $137K in Q4 2021.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.