Fulcrum Equity Management’s IBM IBM Stock Holding History

Fulcrum Equity 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 Q3	–	Sell	-2,659	Closed	-$307K	–	155
2020 Q2	$307K	Buy	2,659 +500	+23%	+$58.1K	0.15%	113
2020 Q1	$229K	Sell	2,159 -518	-19%	-$65.5K	0.16%	44
2019 Q4	$343K	Sell	2,677 -67	-2%	-$8.71K	0.18%	81
2019 Q3	$381K	Buy	2,744 +99	+4%	+$13.4K	0.19%	69
2019 Q2	$344K	Buy	2,645 +601	+29%	+$79K	0.16%	67
2019 Q1	$276K	Buy	2,044 +44	+2%	+$5.61K	0.09%	83
2018 Q4	$217K	Buy	+2,000	New	+$240K	0.08%	77

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fulcrum Equity Management's IBM Position: Q3 2020 in Review

Fulcrum Equity Management sold out of IBM (IBM) in Q3 2020, closing a stake of 2,659 shares — an estimated $307K sold.

Fulcrum Equity Management first reported a position in IBM in Q4 2018 and held it in 7 quarters. The position peaked at $381K in Q3 2019. 1,991 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

Fulcrum Equity Management reported no remaining IBM position as of Q3 2020 after selling out during the quarter.
Fulcrum Equity Management sold 2,659 IBM shares in Q3 2020, an estimated $307K.
Fulcrum Equity Management first reported a position in IBM in Q4 2018 and held it in 7 quarters.
Fulcrum Equity Management's IBM position peaked at $381K in Q3 2019.
1,991 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.