WealthStone’s IBM IBM Stock Holding History

WealthStone’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	$211K	Buy	+1,661	New	+$199K	0.07%	246
2019 Q3	–	Sell	-362	Closed	-$47.7K	–	302
2019 Q2	$47.7K	Buy	+362	New	+$47.6K	0.02%	182

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

WealthStone's IBM Position: Q1 2021 in Review

WealthStone opened a new position in IBM (IBM) in Q1 2021: 1,661 shares worth $211K. The stake represents 0.07% of the portfolio and ranks #246 among its holdings. This is a return to the name: WealthStone previously reported a position in IBM as recently as Q2 2019.

WealthStone first reported a position in IBM in Q2 2019 and has held it in 2 quarters since. 2,151 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

WealthStone held 1,661 shares of IBM worth $211K as of Q1 2021.
IBM was a new WealthStone position in Q1 2021.
IBM made up 0.07% of WealthStone's portfolio in Q1 2021, its #246 holding.
WealthStone first reported a position in IBM in Q2 2019 and has held it in 2 quarters since.
2,151 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.