THWM
IBM icon

Taylor Hoffman Wealth Management’s IBM IBM Stock Holding History

Taylor Hoffman 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
-3,398
Closed -$404K – 113
2022
Q3 		$404K Hold
3,398
– – 0.21% 86
2022
Q2 		$480K Hold
3,398
– – 0.24% 85
2022
Q1 		$442K Sell
3,398
-15
-0.4% -$1.96K 0.18% 96
2021
Q4 		$456K Sell
3,413
-157
-4% -$19.7K 0.17% 94
2021
Q3 		$489K Hold
3,570
– – 0.21% 89
2021
Q2 		$500K Hold
3,570
– – 0.22% 88
2021
Q1 		$455K Sell
3,570
-465
-12% -$55.7K 0.21% 86
2020
Q4 		$486K Buy
4,035
+256
+7% +$29.6K 0.25% 86
2020
Q3 		$440K Hold
3,779
– – 0.26% 85
2020
Q2 		$436K Sell
3,779
-39
-1% -$4.53K 0.27% 87
2020
Q1 		$405K Sell
3,818
-1,569
-29% -$198K 0.39% 76
2019
Q4 		$690K Hold
5,387
– – 0.45% 66
2019
Q3 		$749K Hold
5,387
– – 0.53% 59
2019
Q2 		$710K Hold
5,387
– – 0.57% 58
2019
Q1 		$727K Sell
5,387
-101
-2% -$12.9K 0.54% 62
2018
Q4 		$596K Sell
5,488
-54
-1% -$6.48K 0.53% 52
2018
Q3 		$801K Buy
5,542
+102
+2% +$14.3K 0.63% 47
2018
Q2 		$727K Buy
5,440
+159
+3% +$22.2K 0.63% 47
2018
Q1 		$775K Hold
5,281
– – 0.71% 45
2017
Q4 		$775K Buy
+5,281
New +$768K 0.74% 40

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
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

Taylor Hoffman Wealth Management's IBM Position: Q4 2022 in Review

Taylor Hoffman Wealth Management sold out of IBM (IBM) in Q4 2022, closing a stake of 3,398 shares — an estimated $404K sold.

Taylor Hoffman Wealth Management first reported a position in IBM in Q4 2017 and held it in 20 quarters. The position peaked at $801K in Q3 2018. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • Taylor Hoffman Wealth Management reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 3,398 IBM shares in Q4 2022, an estimated $404K.
  • Taylor Hoffman Wealth Management first reported a position in IBM in Q4 2017 and held it in 20 quarters.
  • Taylor Hoffman Wealth Management's IBM position peaked at $801K in Q3 2018.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.