WLIM
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White Lighthouse Investment Management’s IBM IBM Stock Holding History

White Lighthouse Investment 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
2022
Q2 		– Sell
-1,547
Closed -$201K – 113
2022
Q1 		$201K Buy
+1,547
New +$202K 0.05% 114

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

White Lighthouse Investment Management's IBM Position: Q2 2022 in Review

White Lighthouse Investment Management sold out of IBM (IBM) in Q2 2022, closing a stake of 1,547 shares — an estimated $201K sold.

White Lighthouse Investment Management first reported a position in IBM in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 2,375 funds tracked by Wall St. Rank hold IBM as of Q2 2022.

  • White Lighthouse Investment Management reported no remaining IBM position as of Q2 2022 after selling out during the quarter.
  • White Lighthouse Investment Management sold 1,547 IBM shares in Q2 2022, an estimated $201K.
  • White Lighthouse Investment Management first reported a position in IBM in Q1 2022 and held it in 1 quarter.
  • White Lighthouse Investment Management's IBM position peaked at $201K in Q1 2022.
  • 2,375 funds tracked by Wall St. Rank held IBM as of Q2 2022.

Based on White Lighthouse Investment Management's 13F filing for Q2 2022, filed 20 Jul 2022.