Price Wealth’s IBM IBM Stock Holding History

Price Wealth’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	$108K	Hold	929	–	–	0.03%	94
2020 Q2	$107K	Buy	929 +92	+11%	+$10.7K	0.03%	82
2020 Q1	$89K	Hold	837	–	–	0.03%	84
2019 Q4	$107K	Sell	837 -914	-52%	-$119K	0.03%	80
2019 Q3	$243K	Buy	1,751 +901	+106%	+$122K	0.08%	64
2019 Q2	$112K	Buy	850 +13	+2%	+$1.71K	0.04%	89
2019 Q1	$113K	Hold	837	–	–	0.04%	70
2018 Q4	$91K	Hold	837	–	–	0.04%	72
2018 Q3	$121K	Sell	837 -384	-31%	-$53.7K	0.05%	64
2018 Q2	$163K	Buy	1,221 +224	+22%	+$31.2K	0.06%	74
2018 Q1	$146K	Buy	997 +160	+19%	+$24.2K	0.09%	63
2017 Q4	$122K	Buy	+837	New	+$122K	0.08%	33

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Price Wealth's IBM Position: Q3 2020 in Review

Price Wealth held its IBM (IBM) position steady in Q3 2020 at 929 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #94.

Price Wealth first reported a position in IBM in Q4 2017 and has held it in 12 quarters since. The position peaked at $243K in Q3 2019. 1,991 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

Price Wealth held 929 shares of IBM worth $108K as of Q3 2020.
Price Wealth left its IBM share count unchanged in Q3 2020.
IBM made up 0.03% of Price Wealth's portfolio in Q3 2020, its #94 holding.
Price Wealth first reported a position in IBM in Q4 2017 and has held it in 12 quarters since.
Price Wealth's IBM position peaked at $243K in Q3 2019.
1,991 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.