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Lucia Wealth Services’s IBM IBM Stock Holding History

Lucia Wealth Services’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
Q3 		$8.94M Buy
76,893
+4,055
+6% +$477K 2.1% 15
2020
Q2 		$8.41M Buy
72,838
+8,493
+13% +$986K 2.22% 14
2020
Q1 		$6.82M Buy
64,345
+63,984
+17,724% +$8.09M 2.26% 16
2019
Q4 		$46K Hold
361
– – 0.01% 157
2019
Q3 		$50K Sell
361
-137
-28% -$18.5K 0.02% 136
2019
Q2 		$66K Hold
498
– – 0.02% 137
2019
Q1 		$67K Buy
498
+309
+163% +$39.4K 0.02% 154
2018
Q4 		$21K Sell
189
-235
-55% -$28.2K 0.01% 152
2018
Q3 		$61K Buy
424
+34
+9% +$4.75K 0.02% 183
2018
Q2 		$52K Sell
390
-47
-11% -$6.55K 0.02% 164
2018
Q1 		$64K Buy
+437
New +$66.1K 0.02% 139

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lucia Wealth Services's IBM Position: Q3 2020 in Review

Lucia Wealth Services increased its IBM (IBM) stake by 5.6% in Q3 2020, buying an estimated $477K and bringing the position to 76,893 shares worth $8.94M. The position accounts for 2.1% of the portfolio, ranked #15.

Lucia Wealth Services first reported a position in IBM in Q1 2018 and has held it in 11 quarters since. 1,991 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • Lucia Wealth Services held 76,893 shares of IBM worth $8.94M as of Q3 2020.
  • Lucia Wealth Services bought 4,055 IBM shares in Q3 2020, an estimated $477K.
  • IBM made up 2.1% of Lucia Wealth Services's portfolio in Q3 2020, its #15 holding.
  • Lucia Wealth Services first reported a position in IBM in Q1 2018 and has held it in 11 quarters since.
  • 1,991 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.