Filbrandt Wealth Management’s IBM IBM Stock Holding History

Filbrandt 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 Q3	$74K	Sell	556 -17	-3%	-$2.27K	0.04%	65
2021 Q2	$80K	Buy	573 +3	+0.5%	+$410	0.05%	64
2021 Q1	$73K	Buy	570 +15	+3%	+$1.79K	0.04%	65
2020 Q4	$67K	Sell	555 -215	-28%	-$24.8K	0.04%	69
2020 Q3	$90K	Hold	770	–	–	0.07%	55
2020 Q2	$89K	Sell	770 -52	-6%	-$6.04K	0.07%	75
2020 Q1	$87K	Buy	822 +56	+7%	+$7.08K	0.1%	46
2019 Q4	$98K	Buy	+766	New	+$99.6K	0.09%	49

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Filbrandt Wealth Management's IBM Position: Q3 2021 in Review

Filbrandt Wealth Management reduced its IBM (IBM) stake by 3% in Q3 2021, selling an estimated $2.27K and leaving 556 shares worth $74K. The position accounts for 0.04% of the portfolio, ranked #65.

Filbrandt Wealth Management first reported a position in IBM in Q4 2019 and has held it in 8 quarters since. The position peaked at $98K in Q4 2019. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Filbrandt Wealth Management held 556 shares of IBM worth $74K as of Q3 2021.
Filbrandt Wealth Management sold 17 IBM shares in Q3 2021, an estimated $2.27K.
IBM made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #65 holding.
Filbrandt Wealth Management first reported a position in IBM in Q4 2019 and has held it in 8 quarters since.
Filbrandt Wealth Management's IBM position peaked at $98K in Q4 2019.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.