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WC Walker & Associates’s IBM IBM Stock Holding History

WC Walker & Associates’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
2022
Q4 		$283K Buy
2,163
+169
+8% +$23.3K 0.15% 66
2022
Q3 		$269K Hold
1,994
– – 0.15% 68
2022
Q2 		$279K Hold
1,994
– – 0.16% 64
2022
Q1 		$252K Hold
1,994
– – 0.13% 66
2021
Q4 		$268K Sell
1,994
-92
-4% -$11.5K 0.13% 62
2021
Q3 		$277K Hold
2,086
– – 0.15% 57
2021
Q2 		$279K Hold
2,086
– – 0.15% 58
2021
Q1 		$268K Hold
2,086
– – 0.15% 58
2020
Q4 		$237K Buy
+2,086
New +$241K 0.14% 59

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WC Walker & Associates's IBM Position: Q4 2022 in Review

WC Walker & Associates increased its IBM (IBM) stake by 8.5% in Q4 2022, buying an estimated $23.3K and bringing the position to 2,163 shares worth $283K. The position accounts for 0.15% of the portfolio, ranked #66.

WC Walker & Associates first reported a position in IBM in Q4 2020 and has held it in 9 quarters since. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • WC Walker & Associates held 2,163 shares of IBM worth $283K as of Q4 2022.
  • WC Walker & Associates bought 169 IBM shares in Q4 2022, an estimated $23.3K.
  • IBM made up 0.15% of WC Walker & Associates's portfolio in Q4 2022, its #66 holding.
  • WC Walker & Associates first reported a position in IBM in Q4 2020 and has held it in 9 quarters since.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.