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Academy Capital Management’s IBM IBM Stock Holding History

Academy 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
2017
Q1 		– Sell
-90,951
Closed -$14.4M – 37
2016
Q4 		$14.4M Sell
90,951
-177
-0.2% -$27K 3.93% 8
2016
Q3 		$13.8M Sell
91,128
-124
-0.1% -$18.8K 3.68% 9
2016
Q2 		$14.1M Sell
91,252
-45,264
-33% -$6.48M 3.62% 12
2016
Q1 		$19.8M Sell
136,516
-2,573
-2% -$329K 4.79% 4
2015
Q4 		$18.3M Sell
139,089
-18,234
-12% -$2.45M 4.15% 5
2015
Q3 		$21.8M Buy
157,323
+6,973
+5% +$1.03M 4.31% 4
2015
Q2 		$23.4M Sell
150,350
-18,309
-11% -$2.94M 4.84% 2
2015
Q1 		$25.9M Buy
168,659
+59,207
+54% +$8.98M 5.08% 2
2014
Q4 		$16.8M Buy
109,452
+35,174
+47% +$5.6M 3.33% 12
2014
Q3 		$13.5M Buy
74,278
+1,295
+2% +$236K 2.91% 17
2014
Q2 		$12.6M Buy
72,983
+1,302
+2% +$234K 2.59% 19
2014
Q1 		$13.2M Buy
71,681
+404
+0.6% +$71.1K 2.83% 18
2013
Q4 		$12.8M Buy
71,277
+204
+0.3% +$35.2K 2.91% 18
2013
Q3 		$12.6M Buy
71,073
+1,278
+2% +$232K 3.18% 17
2013
Q2 		$12.8M Buy
+69,795
New +$13.6M 3.26% 16

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Academy Capital Management's IBM Position: Q1 2017 in Review

Academy Capital Management sold out of IBM (IBM) in Q1 2017, closing a stake of 90,951 shares — an estimated $14.4M sold.

Academy Capital Management first reported a position in IBM in Q2 2013 and held it in 15 quarters. The position peaked at $25.9M in Q1 2015. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • Academy Capital Management reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
  • Academy Capital Management sold 90,951 IBM shares in Q1 2017, an estimated $14.4M.
  • Academy Capital Management first reported a position in IBM in Q2 2013 and held it in 15 quarters.
  • Academy Capital Management's IBM position peaked at $25.9M in Q1 2015.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Academy Capital Management's 13F filing for Q1 2017, filed 19 Apr 2017.