BIM
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Barton Investment Management’s IBM IBM Stock Holding History

Barton Investment 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
2016
Q1 		– Sell
-1,142
Closed -$150K – 70
2015
Q4 		$150K Buy
+1,142
New +$153K 0.05% 51
2015
Q3 		– Sell
-1,299
Closed -$202K – 47
2015
Q2 		$202K Buy
+1,299
New +$209K 0.07% 44
2015
Q1 		– Sell
-1,767
Closed -$271K – 46
2014
Q4 		$271K Sell
1,767
-520
-23% -$82.7K 0.1% 41
2014
Q3 		$415K Sell
2,287
-138
-6% -$25.1K 0.16% 38
2014
Q2 		$420K Hold
2,425
– – 0.16% 38
2014
Q1 		$446K Sell
2,425
-493
-17% -$86.8K 0.18% 38
2013
Q4 		$523K Hold
2,918
– – 0.21% 34
2013
Q3 		$517K Hold
2,918
– – 0.23% 31
2013
Q2 		$533K Buy
+2,918
New +$568K 0.28% 32

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Barton Investment Management's IBM Position: Q1 2016 in Review

Barton Investment Management sold out of IBM (IBM) in Q1 2016, closing a stake of 1,142 shares — an estimated $150K sold.

Barton Investment Management first reported a position in IBM in Q2 2013 and held it in 9 quarters. The position peaked at $533K in Q2 2013. 1,713 funds tracked by Wall St. Rank hold IBM as of Q1 2016.

  • Barton Investment Management reported no remaining IBM position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 1,142 IBM shares in Q1 2016, an estimated $150K.
  • Barton Investment Management first reported a position in IBM in Q2 2013 and held it in 9 quarters.
  • Barton Investment Management's IBM position peaked at $533K in Q2 2013.
  • 1,713 funds tracked by Wall St. Rank held IBM as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.