AIIMS
IBM icon

Analyst IMS Investment Management Services’s IBM IBM Stock Holding History

Analyst IMS Investment Management Services’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
2018
Q4 		– Sell
-584
Closed -$85 – 128
2018
Q3 		$85 Buy
+584
New +$81.6K 0.01% 122
2015
Q3 		– Sell
-4,952
Closed -$770K – 97
2015
Q2 		$770K Sell
4,952
-594
-11% -$95.5K 0.3% 62
2015
Q1 		$851K Sell
5,546
-3,543
-39% -$537K 0.33% 64
2014
Q4 		$1.39M Buy
+9,089
New +$1.45M 0.54% 50

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Analyst IMS Investment Management Services's IBM Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of IBM (IBM) in Q4 2018, closing a stake of 584 shares — an estimated $85 sold.

Analyst IMS Investment Management Services first reported a position in IBM in Q4 2014 and held it in 4 quarters. The position peaked at $1.39M in Q4 2014. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Analyst IMS Investment Management Services reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 584 IBM shares in Q4 2018, an estimated $85.
  • Analyst IMS Investment Management Services first reported a position in IBM in Q4 2014 and held it in 4 quarters.
  • Analyst IMS Investment Management Services's IBM position peaked at $1.39M in Q4 2014.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.