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YorkBridge Wealth Partners’s IBM IBM Stock Holding History

YorkBridge Wealth Partners’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 		$686K Hold
4,868
– – 0.17% 105
2022
Q3 		$578K Buy
4,868
+45
+0.9% +$5.91K 0.15% 112
2022
Q2 		$681K Hold
4,823
– – 0.18% 104
2022
Q1 		$627K Hold
4,823
– – 0.14% 119
2021
Q4 		$645K Sell
4,823
-1,686
-26% -$211K 0.14% 119
2021
Q3 		$865K Buy
6,509
+352
+6% +$47.1K 0.22% 91
2021
Q2 		$863K Sell
6,157
-24
-0.4% -$3.28K 0.23% 86
2021
Q1 		$787K Sell
6,181
-87
-1% -$10.4K 0.23% 82
2020
Q4 		$754K Buy
6,268
+17
+0.3% +$1.97K 0.25% 83
2020
Q3 		$727K Sell
6,251
-10
-0.2% -$1.18K 0.31% 73
2020
Q2 		$723K Sell
6,261
-999
-14% -$116K 0.33% 69
2020
Q1 		$770K Sell
7,260
-1,022
-12% -$129K 0.47% 62
2019
Q4 		$1.06M Sell
8,282
-24
-0.3% -$3.12K 0.49% 62
2019
Q3 		$1.16M Sell
8,306
-837
-9% -$113K 0.58% 53
2019
Q2 		$1.21M Hold
9,143
– – 0.54% 54
2019
Q1 		$1.23M Sell
9,143
-505
-5% -$64.4K 0.57% 53
2018
Q4 		$1.05M Sell
9,648
-262
-3% -$31.4K 0.55% 52
2018
Q3 		$1.45M Sell
9,910
-197
-2% -$27.5K 0.66% 41
2018
Q2 		$1.35M Buy
10,107
+163
+2% +$22.7K 0.59% 45
2018
Q1 		$1.5M Buy
9,944
+777
+8% +$118K 0.69% 38
2017
Q4 		$1.34M Sell
9,167
-158
-2% -$23K 0.65% 41
2017
Q3 		$1.29M Buy
9,325
+105
+1% +$14.6K 0.67% 41
2017
Q2 		$1.37M Buy
9,220
+52
+0.6% +$7.84K 0.73% 38
2017
Q1 		$1.4M Sell
9,168
-905
-9% -$152K 0.73% 34
2016
Q4 		$1.57M Buy
+10,073
New +$1.53M 0.93% 25

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

YorkBridge Wealth Partners's IBM Position: Q4 2022 in Review

YorkBridge Wealth Partners held its IBM (IBM) position steady in Q4 2022 at 4,868 shares worth $686K. The position accounts for 0.17% of the portfolio, ranked #105.

YorkBridge Wealth Partners first reported a position in IBM in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.57M in Q4 2016. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

  • YorkBridge Wealth Partners held 4,868 shares of IBM worth $686K as of Q4 2022.
  • YorkBridge Wealth Partners left its IBM share count unchanged in Q4 2022.
  • IBM made up 0.17% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #105 holding.
  • YorkBridge Wealth Partners first reported a position in IBM in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's IBM position peaked at $1.57M in Q4 2016.
  • 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.