Regal Wealth Group’s IBM IBM Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-79	Closed	-$10K	–	144
2021 Q1	$10K	Hold	79	–	–	0.01%	179
2020 Q4	$10K	Hold	79	–	–	0.01%	160
2020 Q3	$9K	Hold	79	–	–	0.01%	150
2020 Q2	$9K	Hold	79	–	–	0.01%	147
2020 Q1	$8K	Hold	79	–	–	0.01%	133
2019 Q4	$10K	Hold	79	–	–	0.01%	153
2019 Q3	$11K	Hold	79	–	–	0.01%	121
2019 Q2	$10K	Hold	79	–	–	0.01%	119
2019 Q1	$11K	Sell	79 -105	-57%	-$13.4K	0.01%	115
2018 Q4	$20K	Hold	184	–	–	0.02%	97
2018 Q3	$27K	Hold	184	–	–	0.02%	93
2018 Q2	$25K	Hold	184	–	–	0.03%	100
2018 Q1	$27K	Hold	184	–	–	0.02%	93
2017 Q4	$27K	Hold	184	–	–	0.02%	92
2017 Q3	$26K	Hold	184	–	–	0.02%	86
2017 Q2	$27K	Hold	184	–	–	0.02%	85
2017 Q1	$31K	Hold	184	–	–	0.02%	83
2016 Q4	$29K	Hold	184	–	–	0.02%	79
2016 Q3	$28K	Sell	184 -732	-80%	-$111K	0.03%	83
2016 Q2	$133K	Hold	916	–	–	0.13%	38
2016 Q1	$133K	Hold	916	–	–	0.13%	40
2015 Q4	$121K	Buy	+916	New	+$123K	0.12%	40

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

Regal Wealth Group's IBM Position: Q2 2021 in Review

Regal Wealth Group sold out of IBM (IBM) in Q2 2021, closing a stake of 79 shares — an estimated $10K sold.

Regal Wealth Group first reported a position in IBM in Q4 2015 and held it in 22 quarters. The position peaked at $133K in Q2 2016. 2,216 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Regal Wealth Group reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 79 IBM shares in Q2 2021, an estimated $10K.
Regal Wealth Group first reported a position in IBM in Q4 2015 and held it in 22 quarters.
Regal Wealth Group's IBM position peaked at $133K in Q2 2016.
2,216 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.