Crumly & Associates’s IBM IBM Stock Holding History

Crumly & Associates’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 Q1	–	Sell	-2,339	Closed	-$265K	–	93
2020 Q4	$265K	Buy	+2,339	New	+$270K	0.19%	61

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crumly & Associates's IBM Position: Q1 2021 in Review

Crumly & Associates sold out of IBM (IBM) in Q1 2021, closing a stake of 2,339 shares — an estimated $265K sold.

Crumly & Associates first reported a position in IBM in Q4 2020 and held it in 1 quarter. The position peaked at $265K in Q4 2020. 2,152 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

Crumly & Associates reported no remaining IBM position as of Q1 2021 after selling out during the quarter.
Crumly & Associates sold 2,339 IBM shares in Q1 2021, an estimated $265K.
Crumly & Associates first reported a position in IBM in Q4 2020 and held it in 1 quarter.
Crumly & Associates's IBM position peaked at $265K in Q4 2020.
2,152 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on Crumly & Associates's 13F filing for Q1 2021, filed 27 Apr 2021.