Howard Capital Management (New York)’s IBM IBM Stock Holding History

Howard Capital Management (New York)’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	$276K	Buy	2,293 +54	+2%	+$6.24K	0.03%	78
2020 Q3	$260K	Sell	2,239 -7,325	-77%	-$862K	0.03%	71
2020 Q2	$1.1M	Hold	9,564	–	–	0.15%	56
2020 Q1	$1.01M	Sell	9,564 -36	-0.4%	-$4.55K	0.17%	54
2019 Q4	$1.23M	Hold	9,600	–	–	0.15%	62
2019 Q3	$1.33M	Hold	9,600	–	–	0.19%	58
2019 Q2	$1.27M	Sell	9,600 -209	-2%	-$27.5K	0.17%	61
2019 Q1	$1.32M	Hold	9,809	–	–	0.19%	60
2018 Q4	$1.07M	Sell	9,809 -78	-0.8%	-$9.36K	0.18%	61
2018 Q3	$1.43M	Hold	9,887	–	–	0.19%	59
2018 Q2	$1.32M	Hold	9,887	–	–	0.19%	55
2018 Q1	$1.45M	Hold	9,887	–	–	0.21%	56
2017 Q4	$1.45M	Buy	9,887 +105	+1%	+$15.3K	0.21%	57
2017 Q3	$1.36M	Hold	9,782	–	–	0.21%	57
2017 Q2	$1.44M	Sell	9,782 -220	-2%	-$33.2K	0.23%	56
2017 Q1	$1.67M	Buy	10,002 +11	+0.1%	+$1.84K	0.28%	52
2016 Q4	$1.59M	Hold	9,991	–	–	0.28%	52
2016 Q3	$1.52M	Sell	9,991 -35	-0.3%	-$5.31K	0.28%	51
2016 Q2	$1.46M	Sell	10,026 -246	-2%	-$35.2K	0.28%	50
2016 Q1	$1.49M	Buy	10,272 +280	+3%	+$35.8K	0.29%	49
2015 Q4	$1.31M	Hold	9,992	–	–	0.26%	53
2015 Q3	$1.39M	Hold	9,992	–	–	0.28%	54
2015 Q2	$1.55M	Hold	9,992	–	–	0.3%	55
2015 Q1	$1.53M	Hold	9,992	–	–	0.3%	55
2014 Q4	$1.53M	Hold	9,992	–	–	0.29%	55
2014 Q3	$1.81M	Hold	9,992	–	–	0.36%	51
2014 Q2	$1.73M	Hold	9,992	–	–	0.34%	53
2014 Q1	$1.84M	Sell	9,992 -210	-2%	-$37K	0.36%	53
2013 Q4	$1.83M	Sell	10,202 -42,774	-81%	-$7.38M	0.38%	52
2013 Q3	$9.38M	Buy	52,976 +1,569	+3%	+$285K	2.29%	18
2013 Q2	$9.39M	Buy	+51,407	New	+$10M	2.46%	15

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

Howard Capital Management (New York)'s IBM Position: Q4 2020 in Review

Howard Capital Management (New York) increased its IBM (IBM) stake by 2.4% in Q4 2020, buying an estimated $6.24K and bringing the position to 2,293 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #78.

Howard Capital Management (New York) first reported a position in IBM in Q2 2013 and has held it in 31 quarters since. The position peaked at $9.39M in Q2 2013. 2,134 funds tracked by Wall St. Rank hold IBM as of Q4 2020.

Howard Capital Management (New York) held 2,293 shares of IBM worth $276K as of Q4 2020.
Howard Capital Management (New York) bought 54 IBM shares in Q4 2020, an estimated $6.24K.
IBM made up 0.03% of Howard Capital Management (New York)'s portfolio in Q4 2020, its #78 holding.
Howard Capital Management (New York) first reported a position in IBM in Q2 2013 and has held it in 31 quarters since.
Howard Capital Management (New York)'s IBM position peaked at $9.39M in Q2 2013.
2,134 funds tracked by Wall St. Rank held IBM as of Q4 2020.

Based on Howard Capital Management (New York)'s 13F filing for Q4 2020, filed 2 Feb 2021.