Triad Financial Advisors’s IBM IBM Stock Holding History

Triad Financial Advisors’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
2023 Q3	$299K	Buy	2,129 +179	+9%	+$25.5K	0.11%	77
2023 Q2	$261K	Sell	1,950 -5	-0.3%	-$645	0.11%	78
2023 Q1	$256K	Sell	1,955 -94	-5%	-$12.6K	0.11%	84
2022 Q4	$289K	Buy	2,049 +4	+0.2%	+$552	0.13%	82
2022 Q3	$243K	Sell	2,045 -56	-3%	-$7.35K	0.13%	85
2022 Q2	$297K	Buy	2,101 +29	+1%	+$3.91K	0.16%	77
2022 Q1	$269K	Sell	2,072 -67	-3%	-$8.74K	0.14%	90
2021 Q4	$286K	Buy	+2,139	New	+$268K	0.17%	95

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Triad Financial Advisors's IBM Position: Q3 2023 in Review

Triad Financial Advisors increased its IBM (IBM) stake by 9.2% in Q3 2023, buying an estimated $25.5K and bringing the position to 2,129 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #77.

Triad Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 8 quarters since. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

Triad Financial Advisors held 2,129 shares of IBM worth $299K as of Q3 2023.
Triad Financial Advisors bought 179 IBM shares in Q3 2023, an estimated $25.5K.
IBM made up 0.11% of Triad Financial Advisors's portfolio in Q3 2023, its #77 holding.
Triad Financial Advisors first reported a position in IBM in Q4 2021 and has held it in 8 quarters since.
2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.