Aris Wealth Services’s IBM IBM Stock Holding History

Aris Wealth 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
2015 Q3	$80K	Sell	576 -981	-63%	-$145K	0.17%	62
2015 Q2	$242K	Hold	1,557	–	–	0.22%	95
2015 Q1	$239K	Sell	1,557 -156	-9%	-$23.7K	0.22%	92
2014 Q4	$263K	Sell	1,713 -139	-8%	-$22.1K	0.29%	92
2014 Q3	$336K	Buy	1,852 +45	+2%	+$8.2K	0.42%	79
2014 Q2	$313K	Buy	1,807 +61	+3%	+$11K	0.41%	81
2014 Q1	$321K	Buy	1,746 +18	+1%	+$3.17K	0.47%	74
2013 Q4	$310K	Buy	1,728 +441	+34%	+$76K	0.52%	69
2013 Q3	$228K	Sell	1,287 -73	-5%	-$13.3K	0.42%	74
2013 Q2	$248K	Buy	+1,360	New	+$265K	0.53%	63

Other funds holding IBM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aris Wealth Services's IBM Position: Q3 2015 in Review

Aris Wealth Services reduced its IBM (IBM) stake by 63% in Q3 2015, selling an estimated $145K and leaving 576 shares worth $80K. The position accounts for 0.17% of the portfolio, ranked #62.

Aris Wealth Services first reported a position in IBM in Q2 2013 and has held it in 10 quarters since. The position peaked at $336K in Q3 2014. 1,713 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

Aris Wealth Services held 576 shares of IBM worth $80K as of Q3 2015.
Aris Wealth Services sold 981 IBM shares in Q3 2015, an estimated $145K.
IBM made up 0.17% of Aris Wealth Services's portfolio in Q3 2015, its #62 holding.
Aris Wealth Services first reported a position in IBM in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's IBM position peaked at $336K in Q3 2014.
1,713 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.