FundX Investment Group’s IBM IBM Stock Holding History

FundX Investment Group’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 Q1	–	Sell	-2,212	Closed	-$283K	–	52
2019 Q4	$283K	Buy	2,212 +120	+6%	+$15.6K	0.08%	54
2019 Q3	$291K	Hold	2,092	–	–	0.1%	38
2019 Q2	$276K	Hold	2,092	–	–	0.11%	42
2019 Q1	$282K	Hold	2,092	–	–	0.1%	45
2018 Q4	$227K	Hold	2,092	–	–	0.08%	45
2018 Q3	$302K	Hold	2,092	–	–	0.17%	31
2018 Q2	$279K	Sell	2,092 -43	-2%	-$6K	0.14%	33
2018 Q1	$313K	Buy	2,135 +1	+0%	+$151	0.16%	31
2017 Q4	$313K	Buy	2,134 +42	+2%	+$6.11K	0.16%	35
2017 Q3	$290K	Hold	2,092	–	–	0.12%	30
2017 Q2	$308K	Sell	2,092 -42	-2%	-$6.33K	0.13%	31
2017 Q1	$355K	Hold	2,134	–	–	0.15%	39
2016 Q4	$339K	Hold	2,134	–	–	0.12%	37
2016 Q3	$324K	Buy	+2,134	New	+$324K	0.08%	41

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

Norges Bank Oslo, Norway $935B AUM

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

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

FundX Investment Group's IBM Position: Q1 2020 in Review

FundX Investment Group sold out of IBM (IBM) in Q1 2020, closing a stake of 2,212 shares — an estimated $283K sold.

FundX Investment Group first reported a position in IBM in Q3 2016 and held it in 14 quarters. The position peaked at $355K in Q1 2017. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

FundX Investment Group reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
FundX Investment Group sold 2,212 IBM shares in Q1 2020, an estimated $283K.
FundX Investment Group first reported a position in IBM in Q3 2016 and held it in 14 quarters.
FundX Investment Group's IBM position peaked at $355K in Q1 2017.
1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on FundX Investment Group's 13F filing for Q1 2020, filed 24 Apr 2020.