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BlackRock Institutional Trust’s IBM IBM Stock Holding History

BlackRock Institutional Trust’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
Q4 		$3.95B Buy
24,899,766
+522,262
+2% +$79.6M 0.59% 30
2016
Q3 		$3.7B Buy
24,377,504
+13,619
+0.1% +$2.07M 0.58% 30
2016
Q2 		$3.54B Buy
24,363,885
+31,762
+0.1% +$4.55M 0.57% 31
2016
Q1 		$3.52B Buy
24,332,123
+65,193
+0.3% +$8.33M 0.58% 29
2015
Q4 		$3.19B Sell
24,266,930
-167,607
-0.7% -$22.5M 0.53% 32
2015
Q3 		$3.39B Sell
24,434,537
-395,642
-2% -$58.4M 0.59% 28
2015
Q2 		$3.86B Sell
24,830,179
-787,800
-3% -$127M 0.62% 24
2015
Q1 		$3.93B Buy
25,617,979
+263,813
+1% +$40M 0.61% 24
2014
Q4 		$3.89B Buy
25,354,166
+114,515
+0.5% +$18.2M 0.62% 22
2014
Q3 		$4.58B Sell
25,239,651
-482,515
-2% -$87.9M 0.77% 16
2014
Q2 		$4.46B Sell
25,722,166
-771,103
-3% -$139M 0.74% 16
2014
Q1 		$4.88B Sell
26,493,269
-1,487,676
-5% -$262M 0.84% 15
2013
Q4 		$5.02B Sell
27,980,945
-969,105
-3% -$167M 0.89% 13
2013
Q3 		$5.13B Buy
28,950,050
+188,467
+0.7% +$34.3M 0.99% 12
2013
Q2 		$5.25B Buy
+28,761,583
New +$5.6B 1.06% 12

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock Institutional Trust's IBM Position: Q4 2016 in Review

BlackRock Institutional Trust increased its IBM (IBM) stake by 2.1% in Q4 2016, buying an estimated $79.6M and bringing the position to 24,899,766 shares worth $3.95B. The position accounts for 0.59% of the portfolio, ranked #30.

BlackRock Institutional Trust first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. The position peaked at $5.25B in Q2 2013. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • BlackRock Institutional Trust held 24,899,766 shares of IBM worth $3.95B as of Q4 2016.
  • BlackRock Institutional Trust bought 522,262 IBM shares in Q4 2016, an estimated $79.6M.
  • IBM made up 0.59% of BlackRock Institutional Trust's portfolio in Q4 2016, its #30 holding.
  • BlackRock Institutional Trust first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's IBM position peaked at $5.25B in Q2 2013.
  • 1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.