Strategic Wealth Management Group’s IBM IBM Stock Holding History

Strategic Wealth Management 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	$628K	Sell	4,482 -1,048	-19%	-$143K	0.23%	57
2021 Q1	$705K	Sell	5,530 -59	-1%	-$7.06K	0.27%	51
2020 Q4	$673K	Buy	5,589 +501	+10%	+$57.9K	0.29%	47
2020 Q3	$592K	Buy	5,088 +53	+1%	+$6.24K	0.29%	49
2020 Q2	$581K	Buy	5,035 +25	+0.5%	+$2.9K	0.34%	42
2020 Q1	$531K	Sell	5,010 -38	-0.8%	-$4.8K	0.4%	33
2019 Q4	$647K	Buy	5,048 +12	+0.2%	+$1.56K	0.42%	35
2019 Q3	$700K	Buy	5,036 +9	+0.2%	+$1.21K	0.5%	33
2019 Q2	$663K	Sell	5,027 -69	-1%	-$9.06K	0.5%	34
2019 Q1	$687K	Sell	5,096 -488	-9%	-$62.2K	0.56%	31
2018 Q4	$607K	Buy	+5,584	New	+$670K	0.58%	32

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

Strategic Wealth Management Group's IBM Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its IBM (IBM) stake by 19% in Q2 2021, selling an estimated $143K and leaving 4,482 shares worth $628K. The position accounts for 0.23% of the portfolio, ranked #57.

Strategic Wealth Management Group first reported a position in IBM in Q4 2018 and has held it in 11 quarters since. The position peaked at $705K in Q1 2021. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Strategic Wealth Management Group held 4,482 shares of IBM worth $628K as of Q2 2021.
Strategic Wealth Management Group sold 1,048 IBM shares in Q2 2021, an estimated $143K.
IBM made up 0.23% of Strategic Wealth Management Group's portfolio in Q2 2021, its #57 holding.
Strategic Wealth Management Group first reported a position in IBM in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's IBM position peaked at $705K in Q1 2021.
2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.

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