Huber Financial Advisors’s IBM IBM Stock Holding History

Huber Financial Advisors’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	$329K	Buy	3,102 +76	+3%	+$9.61K	0.12%	74
2019 Q4	$388K	Hold	3,026	–	–	0.13%	85
2019 Q3	$421K	Hold	3,026	–	–	0.16%	72
2019 Q2	$399K	Buy	3,026 +2	+0.1%	+$263	0.17%	70
2019 Q1	$408K	Sell	3,024 -192	-6%	-$24.5K	0.2%	69
2018 Q4	$349K	Buy	3,216 +2	+0.1%	+$240	0.19%	65
2018 Q3	$465K	Buy	3,214 +3	+0.1%	+$419	0.36%	51
2018 Q2	$429K	Buy	3,211 +1	+0%	+$139	0.39%	51
2018 Q1	$471K	Buy	3,210 +1	+0%	+$151	0.46%	40
2017 Q4	$471K	Buy	+3,209	New	+$467K	0.52%	38

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 $609B AUM 40.19% 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

Huber Financial Advisors's IBM Position: Q1 2020 in Review

Huber Financial Advisors increased its IBM (IBM) stake by 2.5% in Q1 2020, buying an estimated $9.61K and bringing the position to 3,102 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #74.

Huber Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 10 quarters since. The position peaked at $471K in Q1 2018. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Huber Financial Advisors held 3,102 shares of IBM worth $329K as of Q1 2020.
Huber Financial Advisors bought 76 IBM shares in Q1 2020, an estimated $9.61K.
IBM made up 0.12% of Huber Financial Advisors's portfolio in Q1 2020, its #74 holding.
Huber Financial Advisors first reported a position in IBM in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's IBM position peaked at $471K in Q1 2018.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.