Globeflex Capital’s IBM IBM Stock Holding History

Globeflex 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
2020 Q4	–	Sell	-49	Closed	-$6K	–	500
2020 Q3	$6K	Hold	49	–	–	﹤0.01%	435
2020 Q2	$6K	Hold	49	–	–	﹤0.01%	457
2020 Q1	$5K	Hold	49	–	–	﹤0.01%	466
2019 Q4	$6K	Hold	49	–	–	﹤0.01%	464
2019 Q3	$7K	Hold	49	–	–	﹤0.01%	435
2019 Q2	$6K	Buy	+49	New	+$6.44K	﹤0.01%	439
2014 Q3	–	Sell	-22	Closed	-$3K	–	605
2014 Q2	$3K	Sell	22 -2	-8%	-$360	﹤0.01%	422
2014 Q1	$4K	Hold	24	–	–	﹤0.01%	382
2013 Q4	$4K	Hold	24	–	–	﹤0.01%	387
2013 Q3	$4K	Sell	24 -3	-11%	-$545	﹤0.01%	385
2013 Q2	$4K	Buy	+27	New	+$5.26K	﹤0.01%	399

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Globeflex Capital's IBM Position: Q4 2020 in Review

Globeflex Capital sold out of IBM (IBM) in Q4 2020, closing a stake of 49 shares — an estimated $6K sold.

Globeflex Capital first reported a position in IBM in Q2 2013 and held it in 11 quarters. The position peaked at $7K in Q3 2019. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

Globeflex Capital reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
Globeflex Capital sold 49 IBM shares in Q4 2020, an estimated $6K.
Globeflex Capital first reported a position in IBM in Q2 2013 and held it in 11 quarters.
Globeflex Capital's IBM position peaked at $7K in Q3 2019.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Globeflex Capital's 13F filing for Q4 2020, filed 11 Feb 2021.