FFT Wealth Management’s IBM IBM Stock Holding History

FFT 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 Q4	–	Sell	-2,005	Closed	-$266K	–	76
2021 Q3	$266K	Sell	2,005 -137	-6%	-$18.3K	0.03%	74
2021 Q2	$300K	Buy	+2,142	New	+$293K	0.07%	43
2020 Q1	–	Sell	-52	Closed	-$7K	–	38
2019 Q4	$7K	Buy	+52	New	+$6.76K	﹤0.01%	38
2017 Q3	–	Sell	-2,092	Closed	-$308K	–	50
2017 Q2	$308K	Buy	2,092 +523	+33%	+$78.8K	0.1%	66
2017 Q1	$261K	Hold	1,569	–	–	0.08%	74
2016 Q4	$249K	Hold	1,569	–	–	0.06%	73
2016 Q3	$236K	Hold	1,569	–	–	0.1%	59
2016 Q2	$229K	Hold	1,569	–	–	0.09%	57
2016 Q1	$227K	Hold	1,569	–	–	0.1%	54
2015 Q4	$206K	Buy	+1,569	New	+$211K	0.17%	55

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

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

Geode Capital Management

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of New York Mellon

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

Norges Bank Oslo, Norway $935B AUM