Buckley Wealth Management’s IBM IBM Stock Holding History

Buckley Wealth 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
2020 Q2	–	Sell	-2,029	Closed	-$215K	–	126
2020 Q1	$215K	Hold	2,029	–	–	0.12%	108
2019 Q4	$260K	Hold	2,029	–	–	0.12%	118
2019 Q3	$282K	Sell	2,029 -1,308	-39%	-$176K	0.14%	119
2019 Q2	$440K	Sell	3,337 -363	-10%	-$47.7K	0.21%	94
2019 Q1	$499K	Sell	3,700 -2,013	-35%	-$257K	0.24%	88
2018 Q4	$621K	Sell	5,713 -189	-3%	-$22.7K	0.32%	58
2018 Q3	$853K	Sell	5,902 -230	-4%	-$32.1K	0.37%	52
2018 Q2	$819K	Sell	6,132 -216	-3%	-$30.1K	0.39%	49
2018 Q1	$931K	Buy	6,348 +292	+5%	+$44.2K	0.46%	44
2017 Q4	$888K	Buy	+6,056	New	+$881K	0.45%	47

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Buckley Wealth Management's IBM Position: Q2 2020 in Review

Buckley Wealth Management sold out of IBM (IBM) in Q2 2020, closing a stake of 2,029 shares — an estimated $215K sold.

Buckley Wealth Management first reported a position in IBM in Q4 2017 and held it in 10 quarters. The position peaked at $931K in Q1 2018. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

Buckley Wealth Management reported no remaining IBM position as of Q2 2020 after selling out during the quarter.
Buckley Wealth Management sold 2,029 IBM shares in Q2 2020, an estimated $215K.
Buckley Wealth Management first reported a position in IBM in Q4 2017 and held it in 10 quarters.
Buckley Wealth Management's IBM position peaked at $931K in Q1 2018.
1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Buckley Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.