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Portfolio Solutions’s IBM IBM Stock Holding History

Portfolio Solutions’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
2021
Q3 		– Sell
-1,460
Closed -$201K – 44
2021
Q2 		$201K Buy
+1,460
New +$200K 0.02% 47
2019
Q4 		– Sell
-1,460
Closed -$203K – 45
2019
Q3 		$203K Buy
+1,460
New +$197K 0.03% 35
2018
Q2 		– Sell
-59
Closed -$9K – 94
2018
Q1 		$9K Hold
59
– – ﹤0.01% 126
2017
Q4 		$9K Hold
59
– – ﹤0.01% 122
2017
Q3 		$8K Hold
59
– – ﹤0.01% 128
2017
Q2 		$9K Hold
59
– – ﹤0.01% 113
2017
Q1 		$10K Buy
+59
New +$9.89K ﹤0.01% 130

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Portfolio Solutions's IBM Position: Q3 2021 in Review

Portfolio Solutions sold out of IBM (IBM) in Q3 2021, closing a stake of 1,460 shares — an estimated $201K sold.

Portfolio Solutions first reported a position in IBM in Q1 2017 and held it in 7 quarters. The position peaked at $203K in Q3 2019. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Portfolio Solutions reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
  • Portfolio Solutions sold 1,460 IBM shares in Q3 2021, an estimated $201K.
  • Portfolio Solutions first reported a position in IBM in Q1 2017 and held it in 7 quarters.
  • Portfolio Solutions's IBM position peaked at $203K in Q3 2019.
  • 2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Portfolio Solutions's 13F filing for Q3 2021, filed 15 Nov 2021.