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TD Ameritrade Investment Management’s IBM IBM Stock Holding History

TD Ameritrade Investment 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
Q2 		– Sell
-90
Closed -$12K – 622
2022
Q1 		$12K Buy
90
+52
+137% +$6.78K ﹤0.01% 475
2021
Q4 		$5K Sell
38
-5,267
-99% -$661K ﹤0.01% 535
2021
Q3 		$617K Buy
5,305
+4,913
+1,253% +$657K 0.01% 143
2021
Q2 		$55K Sell
392
-3,965
-91% -$542K ﹤0.01% 331
2021
Q1 		$524K Hold
4,357
– – ﹤0.01% 146
2020
Q4 		$524K Sell
4,357
-948
-18% -$110K ﹤0.01% 146
2020
Q3 		$617K Buy
5,305
+297
+6% +$35K 0.01% 143
2020
Q2 		$578K Sell
5,008
-152
-3% -$17.7K ﹤0.01% 149
2020
Q1 		$547K Sell
5,160
-479
-8% -$60.6K 0.01% 152
2019
Q4 		$723K Buy
5,639
+5,207
+1,205% +$677K 0.01% 152
2019
Q3 		$60K Buy
432
+89
+26% +$12K ﹤0.01% 266
2019
Q2 		$45K Sell
343
-317
-48% -$41.6K ﹤0.01% 270
2019
Q1 		$89K Buy
660
+210
+47% +$26.8K ﹤0.01% 200
2018
Q4 		$49K Sell
450
-98
-18% -$11.8K ﹤0.01% 230
2018
Q3 		$79K Buy
548
+447
+443% +$62.5K ﹤0.01% 188
2018
Q2 		$14K Buy
+101
New +$14.1K ﹤0.01% 217

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Ameritrade Investment Management's IBM Position: Q2 2022 in Review

TD Ameritrade Investment Management sold out of IBM (IBM) in Q2 2022, closing a stake of 90 shares — an estimated $12K sold.

TD Ameritrade Investment Management first reported a position in IBM in Q2 2018 and held it in 16 quarters. The position peaked at $723K in Q4 2019. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • TD Ameritrade Investment Management reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 90 IBM shares in Q2 2022, an estimated $12K.
  • TD Ameritrade Investment Management first reported a position in IBM in Q2 2018 and held it in 16 quarters.
  • TD Ameritrade Investment Management's IBM position peaked at $723K in Q4 2019.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2022, filed 9 Aug 2022.