Warther Private Wealth’s IBM IBM Stock Holding History

Warther Private Wealth’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 Q1	–	Sell	-1,461	Closed	-$206K	–	75
2022 Q4	$206K	Buy	+1,461	New	+$202K	0.15%	75
2021 Q4	–	Sell	-3,170	Closed	-$434K	–	125
2021 Q3	$434K	Hold	3,170	–	–	0.39%	70
2021 Q2	$445K	Buy	+3,170	New	+$433K	0.43%	63

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Warther Private Wealth's IBM Position: Q1 2023 in Review

Warther Private Wealth sold out of IBM (IBM) in Q1 2023, closing a stake of 1,461 shares — an estimated $206K sold.

Warther Private Wealth first reported a position in IBM in Q2 2021 and held it in 3 quarters. The position peaked at $445K in Q2 2021. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Warther Private Wealth reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Warther Private Wealth sold 1,461 IBM shares in Q1 2023, an estimated $206K.
Warther Private Wealth first reported a position in IBM in Q2 2021 and held it in 3 quarters.
Warther Private Wealth's IBM position peaked at $445K in Q2 2021.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Warther Private Wealth's 13F filing for Q1 2023, filed 30 May 2023.