Johanson Financial Advisors’s IBM IBM Stock Holding History

Johanson 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	–	Sell	-107,303	Closed	-$766K	–	159
2019 Q4	$766K	Buy	+107,303	New	+$13.9M	0.04%	161
2018 Q4	–	Sell	-2,224	Closed	-$322K	–	90
2018 Q3	$322K	Sell	2,224 -309	-12%	-$43.2K	0.19%	77
2018 Q2	$340K	Sell	2,533 -301	-11%	-$42K	0.22%	70
2018 Q1	$416K	Sell	2,834 -255	-8%	-$38.6K	0.28%	60
2017 Q4	$454K	Sell	3,089 -324	-9%	-$47.1K	0.3%	58
2017 Q3	$474K	Sell	3,413 -193	-5%	-$26.9K	0.35%	53
2017 Q2	$529K	Sell	3,606 -185	-5%	-$27.9K	0.43%	47
2017 Q1	$633K	Buy	+3,791	New	+$636K	0.56%	42
2016 Q4	–	Sell	-4,396	Closed	-$669K	–	30
2016 Q3	$669K	Buy	4,396 +40	+0.9%	+$6.07K	0.72%	35
2016 Q2	$632K	Sell	4,356 -258	-6%	-$36.9K	0.74%	35
2016 Q1	$667K	Sell	4,614 -1,253	-21%	-$160K	0.82%	32
2015 Q4	$772K	Buy	+5,867	New	+$788K	1.01%	29

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 $544B AUM 28.31% 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

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

Johanson Financial Advisors sold out of IBM (IBM) in Q1 2020, closing a stake of 107,303 shares — an estimated $766K sold.

Johanson Financial Advisors first reported a position in IBM in Q4 2015 and held it in 12 quarters. The position peaked at $772K in Q4 2015. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Johanson Financial Advisors reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
Johanson Financial Advisors sold 107,303 IBM shares in Q1 2020, an estimated $766K.
Johanson Financial Advisors first reported a position in IBM in Q4 2015 and held it in 12 quarters.
Johanson Financial Advisors's IBM position peaked at $772K in Q4 2015.
1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.