Zeke Capital Advisors’s IBM IBM Stock Holding History

Zeke Capital 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 Q4	$727K	Sell	5,160 -10	-0.2%	-$1.38K	0.05%	188
2022 Q3	$615K	Buy	5,170 +166	+3%	+$21.8K	0.04%	180
2022 Q2	$707K	Buy	5,004 +1	+0%	+$135	0.05%	166
2022 Q1	$651K	Buy	+5,003	New	+$652K	0.03%	187
2018 Q4	–	Sell	-20,531	Closed	-$2.97M	–	592
2018 Q3	$2.97M	Buy	20,531 +10,670	+108%	+$1.49M	0.24%	69
2018 Q2	$1.32M	Sell	9,861 -16,095	-62%	-$2.24M	0.12%	140
2018 Q1	$3.81M	Buy	25,956 +6,320	+32%	+$956K	0.35%	54
2017 Q4	$2.88M	Buy	19,636 +5,608	+40%	+$815K	0.3%	59
2017 Q3	$1.95M	Buy	14,028 +4,252	+43%	+$592K	0.27%	65
2017 Q2	$1.44M	Buy	9,776 +1,486	+18%	+$224K	0.28%	55
2017 Q1	$1.38M	Buy	8,290 +1,744	+27%	+$292K	0.28%	45
2016 Q4	$1.04M	Buy	6,546 +4,363	+200%	+$665K	0.28%	43
2016 Q3	$314K	Buy	+2,183	New	+$331K	0.14%	57

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Zeke Capital Advisors's IBM Position: Q4 2022 in Review

Zeke Capital Advisors reduced its IBM (IBM) stake by 0.19% in Q4 2022, selling an estimated $1.38K and leaving 5,160 shares worth $727K. The position accounts for 0.05% of the portfolio, ranked #188.

Zeke Capital Advisors first reported a position in IBM in Q3 2016 and has held it in 13 quarters since. The position peaked at $3.81M in Q1 2018. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.

Zeke Capital Advisors held 5,160 shares of IBM worth $727K as of Q4 2022.
Zeke Capital Advisors sold 10 IBM shares in Q4 2022, an estimated $1.38K.
IBM made up 0.05% of Zeke Capital Advisors's portfolio in Q4 2022, its #188 holding.
Zeke Capital Advisors first reported a position in IBM in Q3 2016 and has held it in 13 quarters since.
Zeke Capital Advisors's IBM position peaked at $3.81M in Q1 2018.
2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.