Number of Shares
76,673.00
Current Holdings Value*
$18.54 Mil
% of Portfolio
3.26%
Total Estimate Gain
$14.18 Mil
% of Total Estimate Gain
115.68%

Applied Finance Select Fund's International Business Machines Corp Holding Summary

As of 2025-04-30, World Funds Trust held 76,673.00 shares of International Business Machines Corp(IBM), totaling $18.54 Mil. This investment constitutes 3.26% of their stock portfolio, and World Funds Trust now holds 0.01% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2020Q2. And since then Applied Finance Select Fund has made 9 purchases of IBM, at an average price of $126.65, for a total of 96,776.00 shares. In addition, there have been 3 sales at an average price of $224.69 for 20,103.00 shares. Based on historical transaction data and IBM's current price of $285.87, Applied Finance Select Fund's estimated gain on his IBM holdings is $14.18 Mil, reflecting a 115.68% gain to date.

Applied Finance Select Fund IBM ($285.87) Holding Chart

Applied Finance Select Fund IBM ($285.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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