TWM
IBM icon

Titus Wealth Management’s IBM IBM Stock Holding History

Titus 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
Q2 		$830K Buy
5,879
+1,284
+28% +$173K 0.42% 42
2022
Q1 		$598K Hold
4,595
– – 0.27% 66
2021
Q4 		$614K Buy
4,595
+2,800
+156% +$351K 0.28% 62
2021
Q3 		$238K Buy
1,795
+11
+0.6% +$1.47K 0.13% 140
2021
Q2 		$250K Buy
1,784
+160
+10% +$21.9K 0.14% 130
2021
Q1 		$207K Sell
1,624
-2,641
-62% -$316K 0.12% 136
2020
Q4 		$513K Buy
4,265
+639
+18% +$73.9K 0.32% 59
2020
Q3 		$422K Sell
3,626
-784
-18% -$92.3K 0.3% 61
2020
Q2 		$509K Sell
4,410
-52
-1% -$6.04K 0.4% 48
2020
Q1 		$473K Sell
4,462
-537
-11% -$67.9K 0.45% 46
2019
Q4 		$641K Sell
4,999
-737
-13% -$95.8K 0.64% 39
2019
Q3 		$797K Buy
5,736
+54
+1% +$7.28K 0.73% 29
2019
Q2 		$749K Sell
5,682
-34
-0.6% -$4.47K 0.74% 31
2019
Q1 		$771 Buy
5,716
+58
+1% +$7.39K 0.68% 30
2018
Q4 		$620 Buy
5,658
+100
+2% +$12K 0.53% 28
2018
Q3 		$804K Buy
5,558
+300
+6% +$41.9K 0.69% 27
2018
Q2 		$702K Buy
5,258
+317
+6% +$44.2K 0.75% 23
2018
Q1 		$725K Buy
4,941
+16
+0.3% +$2.42K 0.7% 26
2017
Q4 		$722K Buy
+4,925
New +$716K 0.82% 24

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

Titus Wealth Management's IBM Position: Q2 2022 in Review

Titus Wealth Management increased its IBM (IBM) stake by 28% in Q2 2022, buying an estimated $173K and bringing the position to 5,879 shares worth $830K. The position accounts for 0.42% of the portfolio, ranked #42.

Titus Wealth Management first reported a position in IBM in Q4 2017 and has held it in 19 quarters since. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • Titus Wealth Management held 5,879 shares of IBM worth $830K as of Q2 2022.
  • Titus Wealth Management bought 1,284 IBM shares in Q2 2022, an estimated $173K.
  • IBM made up 0.42% of Titus Wealth Management's portfolio in Q2 2022, its #42 holding.
  • Titus Wealth Management first reported a position in IBM in Q4 2017 and has held it in 19 quarters since.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.