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	0.15%	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Garde Capital's IBM Position: Q2 2021 in Review

Garde Capital sold out of IBM (IBM) in Q2 2021, closing a stake of 919 shares — an estimated $117K sold.

Garde Capital first reported a position in IBM in Q2 2014 and held it in 11 quarters. The position peaked at $1.16M in Q2 2015. 2,217 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Garde Capital reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
Garde Capital sold 919 IBM shares in Q2 2021, an estimated $117K.
Garde Capital first reported a position in IBM in Q2 2014 and held it in 11 quarters.
Garde Capital's IBM position peaked at $1.16M in Q2 2015.
2,217 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Garde Capital's 13F filing for Q2 2021, filed 19 Aug 2021.