Taylor Wealth Management Partners’s IBM IBM Stock Holding History

Taylor Wealth Management Partners’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 Q1	–	Sell	-1,046	Closed	-$114K	–	78
2018 Q4	$114K	Sell	1,046 -628	-38%	-$75.4K	0.07%	48
2018 Q3	$242K	Hold	1,674	–	–	0.1%	52
2018 Q2	$224K	Hold	1,674	–	–	0.1%	50
2018 Q1	$245K	Hold	1,674	–	–	0.12%	49
2017 Q4	$245K	Sell	1,674 -157	-9%	-$22.8K	0.1%	57
2017 Q3	$254K	Hold	1,831	–	–	0.11%	57
2017 Q2	$269K	Hold	1,831	–	–	0.12%	55
2017 Q1	$305K	Buy	1,831 +680	+59%	+$114K	0.14%	52
2016 Q4	$183K	Hold	1,151	–	–	0.08%	59
2016 Q3	$175K	Sell	1,151 -418	-27%	-$63.4K	0.08%	56
2016 Q2	$228K	Hold	1,569	–	–	0.09%	45
2016 Q1	$227K	Hold	1,569	–	–	0.11%	40
2015 Q4	$206K	Hold	1,569	–	–	0.09%	49
2015 Q3	$217K	Hold	1,569	–	–	0.1%	40
2015 Q2	$244K	Sell	1,569 -131	-8%	-$21.1K	0.08%	48
2015 Q1	$261K	Buy	+1,700	New	+$258K	0.08%	46

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Taylor Wealth Management Partners's IBM Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of IBM (IBM) in Q1 2019, closing a stake of 1,046 shares — an estimated $114K sold.

Taylor Wealth Management Partners first reported a position in IBM in Q1 2015 and held it in 16 quarters. The position peaked at $305K in Q1 2017. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Taylor Wealth Management Partners reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 1,046 IBM shares in Q1 2019, an estimated $114K.
Taylor Wealth Management Partners first reported a position in IBM in Q1 2015 and held it in 16 quarters.
Taylor Wealth Management Partners's IBM position peaked at $305K in Q1 2017.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.