Professional Planning’s IBM IBM Stock Holding History

Professional Planning’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 Q1	–	Sell	-3,025	Closed	-$364K	–	132
2020 Q4	$364K	Buy	+3,025	New	+$350K	0.15%	87
2020 Q3	–	Sell	-5,061	Closed	-$584K	–	59
2020 Q2	$584K	Buy	+5,061	New	+$588K	0.31%	61

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Professional Planning's IBM Position: Q1 2021 in Review

Professional Planning sold out of IBM (IBM) in Q1 2021, closing a stake of 3,025 shares — an estimated $364K sold.

Professional Planning first reported a position in IBM in Q2 2020 and held it in 2 quarters. The position peaked at $584K in Q2 2020. 2,151 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

Professional Planning reported no remaining IBM position as of Q1 2021 after selling out during the quarter.
Professional Planning sold 3,025 IBM shares in Q1 2021, an estimated $364K.
Professional Planning first reported a position in IBM in Q2 2020 and held it in 2 quarters.
Professional Planning's IBM position peaked at $584K in Q2 2020.
2,151 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on Professional Planning's 13F filing for Q1 2021, filed 14 May 2021.