Defined Wealth Management’s IBM IBM Stock Holding History

Defined 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
2021 Q1	–	Sell	-711	Closed	-$86K	–	142
2020 Q4	$86K	Buy	+711	New	+$82.2K	0.08%	113

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

Defined Wealth Management's IBM Position: Q1 2021 in Review

Defined Wealth Management sold out of IBM (IBM) in Q1 2021, closing a stake of 711 shares — an estimated $86K sold.

Defined Wealth Management first reported a position in IBM in Q4 2020 and held it in 1 quarter. The position peaked at $86K in Q4 2020. 2,151 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

Defined Wealth Management reported no remaining IBM position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 711 IBM shares in Q1 2021, an estimated $86K.
Defined Wealth Management first reported a position in IBM in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's IBM position peaked at $86K in Q4 2020.
2,151 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.