Tempus Wealth Planning’s IBM IBM Stock Holding History

Tempus Wealth Planning’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
2024 Q1	–	Sell	-1,694	Closed	-$277K	–	199
2023 Q4	$277K	Sell	1,694 -78	-4%	-$11.8K	0.12%	159
2023 Q3	$249K	Hold	1,772	–	–	0.12%	142
2023 Q2	$237K	Hold	1,772	–	–	0.11%	164
2023 Q1	$232K	Sell	1,772 -28	-2%	-$3.75K	0.11%	156
2022 Q4	$254K	Buy	1,800 +32	+2%	+$4.41K	0.15%	149
2022 Q3	$210K	Buy	1,768 +84	+5%	+$11K	0.14%	164
2022 Q2	$238K	Hold	1,684	–	–	0.2%	111
2022 Q1	$219K	Hold	1,684	–	–	0.16%	128
2021 Q4	$225K	Sell	1,684 -77	-4%	-$9.66K	0.12%	144
2021 Q3	$234K	Hold	1,761	–	–	0.13%	138
2021 Q2	$247K	Hold	1,761	–	–	0.16%	131
2021 Q1	$224K	Buy	1,761 +41	+2%	+$4.91K	0.24%	91
2020 Q4	$207K	Hold	1,720	–	–	0.27%	71
2020 Q3	$200K	Buy	+1,720	New	+$203K	0.29%	68
2020 Q1	–	Sell	-1,720	Closed	-$220K	–	66
2019 Q4	$220K	Buy	+1,720	New	+$224K	0.19%	72

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tempus Wealth Planning's IBM Position: Q1 2024 in Review

Tempus Wealth Planning sold out of IBM (IBM) in Q1 2024, closing a stake of 1,694 shares — an estimated $277K sold.

Tempus Wealth Planning first reported a position in IBM in Q4 2019 and held it in 15 quarters. The position peaked at $277K in Q4 2023. 2,806 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

Tempus Wealth Planning reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
Tempus Wealth Planning sold 1,694 IBM shares in Q1 2024, an estimated $277K.
Tempus Wealth Planning first reported a position in IBM in Q4 2019 and held it in 15 quarters.
Tempus Wealth Planning's IBM position peaked at $277K in Q4 2023.
2,806 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.