Vivid Financial Management’s IBM IBM Stock Holding History

Vivid 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
2021 Q4	$302K	Buy	2,259 +510	+29%	+$64K	0.11%	100
2021 Q3	$232K	Buy	1,749 +3	+0.2%	+$401	0.1%	129
2021 Q2	$245K	Sell	1,746 -11	-0.6%	-$1.5K	0.1%	141
2021 Q1	$224K	Buy	1,757 +16	+0.9%	+$1.92K	0.1%	136
2020 Q4	$209K	Sell	1,741 -627	-26%	-$72.5K	0.1%	130
2020 Q3	$275K	Sell	2,368 -306	-11%	-$36K	0.17%	71
2020 Q2	$309K	Sell	2,674 -211	-7%	-$24.5K	0.19%	67
2020 Q1	$306K	Buy	2,885 +449	+18%	+$56.8K	0.4%	57
2019 Q4	$357K	Buy	+2,436	New	+$317K	0.38%	61

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Vivid Financial Management's IBM Position: Q4 2021 in Review

Vivid Financial Management increased its IBM (IBM) stake by 29% in Q4 2021, buying an estimated $64K and bringing the position to 2,259 shares worth $302K. The position accounts for 0.11% of the portfolio, ranked #100.

Vivid Financial Management first reported a position in IBM in Q4 2019 and has held it in 9 quarters since. The position peaked at $357K in Q4 2019. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

Vivid Financial Management held 2,259 shares of IBM worth $302K as of Q4 2021.
Vivid Financial Management bought 510 IBM shares in Q4 2021, an estimated $64K.
IBM made up 0.11% of Vivid Financial Management's portfolio in Q4 2021, its #100 holding.
Vivid Financial Management first reported a position in IBM in Q4 2019 and has held it in 9 quarters since.
Vivid Financial Management's IBM position peaked at $357K in Q4 2019.
2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.