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20/20 Capital Management’s IBM IBM Stock Holding History

20/20 Capital 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
2021
Q2 		$222K Hold
1,585
– – 0.06% 155
2021
Q1 		$202K Buy
+1,585
New +$190K 0.06% 152
2020
Q4 		– Sell
-2,029
Closed -$236K – 169
2020
Q3 		$236K Sell
2,029
-16
-0.8% -$1.88K 0.09% 132
2020
Q2 		$244K Sell
2,045
-488
-19% -$56.7K 0.09% 119
2020
Q1 		$294K Sell
2,533
-105
-4% -$13.3K 0.13% 111
2019
Q4 		$395K Buy
+2,638
New +$343K 0.16% 99

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

20/20 Capital Management's IBM Position: Q2 2021 in Review

20/20 Capital Management held its IBM (IBM) position steady in Q2 2021 at 1,585 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #155.

20/20 Capital Management first reported a position in IBM in Q4 2019 and has held it in 6 quarters since. The position peaked at $395K in Q4 2019. 2,217 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

  • 20/20 Capital Management held 1,585 shares of IBM worth $222K as of Q2 2021.
  • 20/20 Capital Management left its IBM share count unchanged in Q2 2021.
  • IBM made up 0.06% of 20/20 Capital Management's portfolio in Q2 2021, its #155 holding.
  • 20/20 Capital Management first reported a position in IBM in Q4 2019 and has held it in 6 quarters since.
  • 20/20 Capital Management's IBM position peaked at $395K in Q4 2019.
  • 2,217 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.