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Silicon Hills Wealth Management’s IBM IBM Stock Holding History

Silicon Hills Wealth 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
2021
Q1 		– Sell
-2,681
Closed -$323K – 85
2020
Q4 		$323K Buy
+2,681
New +$310K 0.29% 67
2020
Q1 		– Sell
-3
Closed -$57 – 158
2019
Q4 		$57 Buy
+3
New +$390 0.04% 122

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

Silicon Hills Wealth Management's IBM Position: Q1 2021 in Review

Silicon Hills Wealth Management sold out of IBM (IBM) in Q1 2021, closing a stake of 2,681 shares — an estimated $323K sold.

Silicon Hills Wealth Management first reported a position in IBM in Q4 2019 and held it in 2 quarters. The position peaked at $323K in Q4 2020. 2,151 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

  • Silicon Hills Wealth Management reported no remaining IBM position as of Q1 2021 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 2,681 IBM shares in Q1 2021, an estimated $323K.
  • Silicon Hills Wealth Management first reported a position in IBM in Q4 2019 and held it in 2 quarters.
  • Silicon Hills Wealth Management's IBM position peaked at $323K in Q4 2020.
  • 2,151 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.