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V Wealth Advisors’s IBM IBM Stock Holding History

V Wealth 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 		– Sell
-2,480
Closed -$332K – 221
2023
Q2 		$332K Buy
2,480
+21
+0.9% +$2.71K 0.06% 276
2023
Q1 		$322K Buy
2,459
+7
+0.3% +$936 0.06% 274
2022
Q4 		$345K Buy
2,452
+174
+8% +$24K 0.07% 256
2022
Q3 		$271K Hold
2,278
– – 0.05% 303
2022
Q2 		$322K Buy
2,278
+1
+0% +$135 0.06% 295
2022
Q1 		$296K Buy
2,277
+562
+33% +$73.3K 0.05% 350
2021
Q4 		$229K Buy
1,715
+56
+3% +$7.02K 0.03% 412
2021
Q3 		$220K Sell
1,659
-47
-3% -$6.28K 0.03% 421
2021
Q2 		$240K Sell
1,706
-209
-11% -$28.6K 0.04% 412
2021
Q1 		$244K Sell
1,915
-973
-34% -$116K 0.04% 371
2020
Q4 		$347K Buy
+2,888
New +$334K 0.07% 285
2020
Q3 		– Sell
-3,055
Closed -$353K – 241
2020
Q2 		$353K Sell
3,055
-836
-21% -$97.1K 0.09% 239
2020
Q1 		$412K Buy
3,891
+1,044
+37% +$132K 0.13% 176
2019
Q4 		$396K Hold
2,847
– – 0.14% 171
2019
Q3 		$396K Buy
2,847
+423
+17% +$57.1K 0.14% 171
2019
Q2 		$324K Buy
2,424
+196
+9% +$25.7K 0.12% 178
2019
Q1 		$298K Buy
2,228
+151
+7% +$19.2K 0.12% 182
2018
Q4 		$240K Buy
2,077
+353
+20% +$42.4K 0.12% 179
2018
Q3 		$248K Buy
1,724
+80
+5% +$11.2K 0.11% 190
2018
Q2 		$225K Sell
1,644
-43
-3% -$6K 0.13% 180
2018
Q1 		$241K Sell
1,687
-93
-5% -$14.1K 0.13% 175
2017
Q4 		$280K Buy
1,780
+315
+22% +$45.8K 0.14% 156
2017
Q3 		$204K Sell
1,465
-3,197
-69% -$445K 0.1% 182
2017
Q2 		$684K Buy
4,662
+1,985
+74% +$299K 0.32% 70
2017
Q1 		$444K Buy
2,677
+696
+35% +$117K 0.27% 100
2016
Q4 		$316K Buy
+1,981
New +$302K 0.23% 124

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

V Wealth Advisors's IBM Position: Q3 2023 in Review

V Wealth Advisors sold out of IBM (IBM) in Q3 2023, closing a stake of 2,480 shares — an estimated $332K sold.

V Wealth Advisors first reported a position in IBM in Q4 2016 and held it in 26 quarters. The position peaked at $684K in Q2 2017. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • V Wealth Advisors reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 2,480 IBM shares in Q3 2023, an estimated $332K.
  • V Wealth Advisors first reported a position in IBM in Q4 2016 and held it in 26 quarters.
  • V Wealth Advisors's IBM position peaked at $684K in Q2 2017.
  • 2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.