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Bill Nygren’s IBM IBM Stock Holding History

Bill Nygren’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
2023
Q3 		– Sell
-3,977
Closed -$532K – 142
2023
Q2 		$532K Buy
3,977
+177
+5% +$22.8K ﹤0.01% 132
2023
Q1 		$498K Buy
+3,800
New +$508K ﹤0.01% 137
2015
Q3 		– Sell
-2,078
Closed -$323K – 128
2015
Q2 		$323K Sell
2,078
-9,372
-82% -$1.51M ﹤0.01% 135
2015
Q1 		$1.76M Sell
11,450
-2,676
-19% -$406K ﹤0.01% 129
2014
Q4 		$2.17M Buy
14,126
+941
+7% +$150K ﹤0.01% 135
2014
Q3 		$2.39M Sell
13,185
-279
-2% -$50.8K ﹤0.01% 131
2014
Q2 		$2.33M Sell
13,464
-843
-6% -$152K ﹤0.01% 132
2014
Q1 		$2.63M Sell
14,307
-168
-1% -$29.6K ﹤0.01% 129
2013
Q4 		$2.6M Sell
14,475
-39
-0.3% -$6.73K ﹤0.01% 133
2013
Q3 		$2.57M Hold
14,514
– – 0.01% 133
2013
Q2 		$2.65M Buy
+14,514
New +$2.83M 0.01% 140

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bill Nygren's IBM Position: Q3 2023 in Review

Bill Nygren sold out of IBM (IBM) in Q3 2023, closing a stake of 3,977 shares — an estimated $532K sold.

Bill Nygren first reported a position in IBM in Q2 2013 and held it in 11 quarters. The position peaked at $2.65M in Q2 2013. 2,462 funds tracked by Wall St. Rank hold IBM as of Q3 2023.

  • Bill Nygren reported no remaining IBM position as of Q3 2023 after selling out during the quarter.
  • Bill Nygren sold 3,977 IBM shares in Q3 2023, an estimated $532K.
  • Bill Nygren first reported a position in IBM in Q2 2013 and held it in 11 quarters.
  • Bill Nygren's IBM position peaked at $2.65M in Q2 2013.
  • 2,462 funds tracked by Wall St. Rank held IBM as of Q3 2023.

Based on Harris Associates's 13F filing for Q3 2023, filed 14 Nov 2023.