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Wipfli Financial Advisors’s IBM IBM Stock Holding History

Wipfli Financial 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
2022
Q3 		$578K Buy
+4,868
New +$639K 0.04% 194

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Wipfli Financial Advisors's IBM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in IBM (IBM) in Q3 2022: 4,868 shares worth $578K. The stake represents 0.04% of the portfolio and ranks #194 among its holdings.

2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.

  • Wipfli Financial Advisors held 4,868 shares of IBM worth $578K as of Q3 2022.
  • IBM was a new Wipfli Financial Advisors position in Q3 2022.
  • IBM made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #194 holding.
  • 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.