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Advisor Group’s IBM IBM Stock Holding History

Advisor 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
2019
Q4 		$17.3M Sell
134,546
-5,555
-4% -$722K 0.12% 159
2019
Q3 		$19.5M Sell
140,101
-98
-0.1% -$13.2K 0.14% 125
2019
Q2 		$18.5M Buy
140,199
+7,180
+5% +$943K 0.14% 124
2019
Q1 		$18M Buy
133,019
+24,857
+23% +$3.17M 0.15% 122
2018
Q4 		$11.8M Sell
108,162
-123
-0.1% -$14.8K 0.12% 151
2018
Q3 		$15.7M Buy
108,285
+19,839
+22% +$2.77M 0.16% 118
2018
Q2 		$11.8M Sell
88,446
-8,784
-9% -$1.23M 0.16% 122
2018
Q1 		$14.3M Sell
97,230
-1,736
-2% -$263K 0.2% 101
2017
Q4 		$14.5M Buy
98,966
+18,222
+23% +$2.65M 0.19% 99
2017
Q3 		$11.2M Buy
80,744
+5,441
+7% +$758K 0.18% 116
2017
Q2 		$11.1M Sell
75,303
-2,886
-4% -$435K 0.19% 108
2017
Q1 		$13M Buy
78,189
+849
+1% +$142K 0.26% 82
2016
Q4 		$12.3M Sell
77,340
-9,997
-11% -$1.52M 0.28% 75
2016
Q3 		$13.3M Buy
87,337
+4,426
+5% +$672K 0.32% 61
2016
Q2 		$12M Buy
+82,911
New +$11.9M 0.32% 62

Other funds holding IBM

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisor Group's IBM Position: Q4 2019 in Review

Advisor Group reduced its IBM (IBM) stake by 4% in Q4 2019, selling an estimated $722K and leaving 134,546 shares worth $17.3M. The position accounts for 0.12% of the portfolio, ranked #159.

Advisor Group first reported a position in IBM in Q2 2016 and has held it in 15 quarters since. The position peaked at $19.5M in Q3 2019. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • Advisor Group held 134,546 shares of IBM worth $17.3M as of Q4 2019.
  • Advisor Group sold 5,555 IBM shares in Q4 2019, an estimated $722K.
  • IBM made up 0.12% of Advisor Group's portfolio in Q4 2019, its #159 holding.
  • Advisor Group first reported a position in IBM in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's IBM position peaked at $19.5M in Q3 2019.
  • 2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.