Trademark Financial Management’s IBM IBM Stock Holding History

Trademark Financial 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
2024 Q1	–	Sell	-1,487	Closed	-$243K	–	83
2023 Q4	$243K	Buy	+1,487	New	+$225K	0.18%	82

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trademark Financial Management's IBM Position: Q1 2024 in Review

Trademark Financial Management sold out of IBM (IBM) in Q1 2024, closing a stake of 1,487 shares — an estimated $243K sold.

Trademark Financial Management first reported a position in IBM in Q4 2023 and held it in 1 quarter. The position peaked at $243K in Q4 2023. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

Trademark Financial Management reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
Trademark Financial Management sold 1,487 IBM shares in Q1 2024, an estimated $243K.
Trademark Financial Management first reported a position in IBM in Q4 2023 and held it in 1 quarter.
Trademark Financial Management's IBM position peaked at $243K in Q4 2023.
2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Trademark Financial Management's 13F filing for Q1 2024, filed 7 May 2024.