Princeton Capital Management’s IBM IBM Stock Holding History

Princeton Capital 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
2019 Q4	–	Sell	-516	Closed	-$72K	–	143
2019 Q3	$72K	Hold	516	–	–	0.04%	131
2019 Q2	$68K	Sell	516 -68	-12%	-$8.93K	0.03%	133
2019 Q1	$79K	Hold	584	–	–	0.04%	125
2018 Q4	$63K	Hold	584	–	–	0.04%	138
2018 Q3	$84K	Sell	584 -81	-12%	-$11.3K	0.03%	140
2018 Q2	$89K	Hold	665	–	–	0.04%	139
2018 Q1	$98K	Buy	+665	New	+$101K	0.04%	128
2014 Q4	–	Sell	-3,166	Closed	-$575K	–	90
2014 Q3	$575K	Hold	3,166	–	–	0.52%	60
2014 Q2	$549K	Sell	3,166 -8	-0.3%	-$1.44K	0.46%	63
2014 Q1	$584K	Sell	3,174 -9,595	-75%	-$1.69M	0.49%	66
2013 Q4	$2.29M	Buy	12,769 +571	+5%	+$98.5K	1.9%	6
2013 Q3	$2.16M	Buy	12,198 +286	+2%	+$52K	1.97%	5
2013 Q2	$2.18M	Buy	+11,912	New	+$2.32M	2.06%	3

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Princeton Capital Management's IBM Position: Q4 2019 in Review

Princeton Capital Management sold out of IBM (IBM) in Q4 2019, closing a stake of 516 shares — an estimated $72K sold.

Princeton Capital Management first reported a position in IBM in Q2 2013 and held it in 13 quarters. The position peaked at $2.29M in Q4 2013. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

Princeton Capital Management reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
Princeton Capital Management sold 516 IBM shares in Q4 2019, an estimated $72K.
Princeton Capital Management first reported a position in IBM in Q2 2013 and held it in 13 quarters.
Princeton Capital Management's IBM position peaked at $2.29M in Q4 2013.
2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Princeton Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.