Hugh Johnson Advisors’s IBM IBM Stock Holding History

Hugh Johnson 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
2019 Q2	$305K	Sell	2,311 -193	-8%	-$25.4K	0.1%	84
2019 Q1	$338K	Buy	+2,504	New	+$319K	0.1%	84
2017 Q4	–	Sell	-1,468	Closed	-$204K	–	96
2017 Q3	$204K	Hold	1,468	–	–	0.06%	94
2017 Q2	$216K	Buy	1,468 +13	+0.9%	+$1.96K	0.07%	92
2017 Q1	$242K	Buy	1,455 +1	+0.1%	+$168	0.08%	87
2016 Q4	$231K	Hold	1,454	–	–	0.08%	83
2016 Q3	$221K	Hold	1,454	–	–	0.08%	90
2016 Q2	$211K	Sell	1,454 -300	-17%	-$42.9K	0.08%	85
2016 Q1	$254K	Hold	1,754	–	–	0.1%	80
2015 Q4	$231K	Sell	1,754 -63	-3%	-$8.46K	0.09%	82
2015 Q3	$252K	Hold	1,817	–	–	0.1%	78
2015 Q2	$283K	Sell	1,817 -261	-13%	-$42K	0.1%	80
2015 Q1	$319K	Sell	2,078 -24,146	-92%	-$3.66M	0.11%	76
2014 Q4	$4.02M	Sell	26,224 -186	-0.7%	-$29.6K	1.4%	29
2014 Q3	$4.79M	Buy	26,410 +692	+3%	+$126K	1.71%	21
2014 Q2	$4.46M	Sell	25,718 -155	-0.6%	-$27.9K	1.63%	23
2014 Q1	$4.76M	Sell	25,873 -283	-1%	-$49.8K	1.79%	22
2013 Q4	$4.69M	Sell	26,156 -275	-1%	-$47.4K	1.84%	21
2013 Q3	$4.68M	Sell	26,431 -3,162	-11%	-$575K	1.98%	17
2013 Q2	$5.41M	Buy	+29,593	New	+$5.76M	2.47%	13

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Hugh Johnson Advisors's IBM Position: Q2 2019 in Review

Hugh Johnson Advisors reduced its IBM (IBM) stake by 7.7% in Q2 2019, selling an estimated $25.4K and leaving 2,311 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #84.

Hugh Johnson Advisors first reported a position in IBM in Q2 2013 and has held it in 20 quarters since. The position peaked at $5.41M in Q2 2013. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

Hugh Johnson Advisors held 2,311 shares of IBM worth $305K as of Q2 2019.
Hugh Johnson Advisors sold 193 IBM shares in Q2 2019, an estimated $25.4K.
IBM made up 0.1% of Hugh Johnson Advisors's portfolio in Q2 2019, its #84 holding.
Hugh Johnson Advisors first reported a position in IBM in Q2 2013 and has held it in 20 quarters since.
Hugh Johnson Advisors's IBM position peaked at $5.41M in Q2 2013.
1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on Hugh Johnson Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.