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Baird’s IBM IBM Stock Holding History

Baird’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
Q1 		$20.3M Sell
132,073
-8,009
-6% -$1.21M 0.21% 141
2014
Q4 		$21.5M Sell
140,082
-181,056
-56% -$28.8M 0.23% 137
2014
Q3 		$58.3M Sell
321,138
-40
-0% -$7.29K 0.82% 15
2014
Q2 		$55.7M Sell
321,178
-5,666
-2% -$1.02M 0.78% 15
2014
Q1 		$60.1M Sell
326,844
-29,203
-8% -$5.14M 0.87% 14
2013
Q4 		$63.8M Sell
356,047
-10,897
-3% -$1.88M 1.1% 12
2013
Q3 		$65M Buy
366,944
+210,282
+134% +$38.2M 1.21% 10
2013
Q2 		$28.6M Buy
+156,662
New +$30.5M 0.57% 31

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
State Street
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
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baird's IBM Position: Q1 2015 in Review

Baird reduced its IBM (IBM) stake by 5.7% in Q1 2015, selling an estimated $1.21M and leaving 132,073 shares worth $20.3M. The position accounts for 0.21% of the portfolio, ranked #141.

Baird first reported a position in IBM in Q2 2013 and has held it in 8 quarters since. The position peaked at $65M in Q3 2013. 1,724 funds tracked by Wall St. Rank hold IBM as of Q1 2015.

  • Baird held 132,073 shares of IBM worth $20.3M as of Q1 2015.
  • Baird sold 8,009 IBM shares in Q1 2015, an estimated $1.21M.
  • IBM made up 0.21% of Baird's portfolio in Q1 2015, its #141 holding.
  • Baird first reported a position in IBM in Q2 2013 and has held it in 8 quarters since.
  • Baird's IBM position peaked at $65M in Q3 2013.
  • 1,724 funds tracked by Wall St. Rank held IBM as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.