Tuttle Capital Management’s IBM IBM Stock Holding History

Tuttle Capital 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 Q3	–	Sell	-1,843	Closed	-$258K	–	195
2021 Q2	$258K	Sell	1,843 -1,826	-50%	-$250K	0.11%	215
2021 Q1	$467K	Buy	+3,669	New	+$439K	0.18%	153
2018 Q3	–	Sell	-788	Closed	-$105K	–	158
2018 Q2	$105K	Buy	+788	New	+$110K	0.07%	118
2017 Q3	–	Sell	-1,604	Closed	-$236K	–	81
2017 Q2	$236K	Buy	1,604 +377	+31%	+$56.8K	0.18%	74
2017 Q1	$204K	Buy	+1,227	New	+$206K	0.25%	42
2016 Q4	–	Sell	-1,439	Closed	-$219K	–	67
2016 Q3	$219K	Buy	1,439 +198	+16%	+$30K	0.17%	38
2016 Q2	$184K	Sell	1,241 -8	-0.6%	-$1.15K	0.17%	37
2016 Q1	$176K	Buy	1,249 +29	+2%	+$3.7K	0.32%	28
2015 Q4	$160K	Hold	1,220	–	–	0.11%	25
2015 Q3	$169K	Buy	+1,220	New	+$180K	0.12%	18

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Tuttle Capital Management's IBM Position: Q3 2021 in Review

Tuttle Capital Management sold out of IBM (IBM) in Q3 2021, closing a stake of 1,843 shares — an estimated $258K sold.

Tuttle Capital Management first reported a position in IBM in Q3 2015 and held it in 10 quarters. The position peaked at $467K in Q1 2021. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Tuttle Capital Management reported no remaining IBM position as of Q3 2021 after selling out during the quarter.
Tuttle Capital Management sold 1,843 IBM shares in Q3 2021, an estimated $258K.
Tuttle Capital Management first reported a position in IBM in Q3 2015 and held it in 10 quarters.
Tuttle Capital Management's IBM position peaked at $467K in Q1 2021.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Tuttle Capital Management's 13F filing for Q3 2021, filed 20 Oct 2021.