Garde Capital’s IBM IBM Stock Holding History

Garde Capital’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 Q2	–	Sell	-919	Closed	-$117K	–	277
2021 Q1	$117K	Buy	+919	New	+$110K	0.01%	234
2017 Q4	–	Sell	-5,686	Closed	-$789K	–	170
2017 Q3	$789K	Buy	+5,686	New	+$792K	0.16%	80
2017 Q2	–	Sell	-1,331	Closed	-$222K	–	135
2017 Q1	$222K	Sell	1,331 -95	-7%	-$15.9K	0.06%	105
2016 Q4	$226K	Sell	1,426 -5,130	-78%	-$781K	0.07%	108
2016 Q3	$909K	Buy	+6,556	New	+$995K	0.29%	62
2015 Q4	–	Sell	-6,556	Closed	-$909K	–	126
2015 Q3	$909K	Sell	6,556 -904	-12%	-$133K	0.29%	62
2015 Q2	$1.16M	Hold	7,460	–	–	0.35%	57
2015 Q1	$1.15M	Sell	7,460 -7	-0.1%	-$1.06K	0.35%	57
2014 Q4	$1.15M	Buy	7,467 +5,062	+210%	+$805K	0.35%	55
2014 Q3	$436K	Buy	2,405 +34	+1%	+$6.19K	0.17%	70
2014 Q2	$411K	Buy	+2,371	New	+$427K	0.16%	66

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America

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