Madison Wealth Management’s IBM IBM Stock Holding History

Madison Wealth Management’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	-1,704	Closed	-$218K	–	128
2019 Q4	$218K	Buy	+1,704	New	+$221K	0.06%	139

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

Madison Wealth Management's IBM Position: Q1 2020 in Review

Madison Wealth Management sold out of IBM (IBM) in Q1 2020, closing a stake of 1,704 shares — an estimated $218K sold.

Madison Wealth Management first reported a position in IBM in Q4 2019 and held it in 1 quarter. The position peaked at $218K in Q4 2019. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

Madison Wealth Management reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
Madison Wealth Management sold 1,704 IBM shares in Q1 2020, an estimated $218K.
Madison Wealth Management first reported a position in IBM in Q4 2019 and held it in 1 quarter.
Madison Wealth Management's IBM position peaked at $218K in Q4 2019.
1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Madison Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.