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Bridges Investment Counsel’s IBM IBM Stock Holding History

Bridges Investment Counsel’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
2017
Q4 		$5.69M Sell
38,780
-6,857
-15% -$997K 3.14% 5
2017
Q3 		$6.33M Sell
45,637
-4,069
-8% -$567K 3.52% 3
2017
Q2 		$7.31M Buy
49,706
+37,727
+315% +$5.69M 1.66% 16
2017
Q1 		$1.99M Sell
11,979
-38,085
-76% -$6.39M 0.58% 46
2016
Q4 		$7.95M Hold
50,064
– – 1.93% 11
2016
Q3 		$7.6M Sell
50,064
-523
-1% -$79.4K 1.6% 14
2016
Q2 		$7.34M Sell
50,587
-2,267
-4% -$325K 1.61% 15
2016
Q1 		$7.65M Buy
52,854
+48,069
+1,005% +$6.14M 1.65% 13
2015
Q4 		$744K Hold
4,785
– – 0.13% 93
2015
Q3 		$744K Sell
4,785
-50,539
-91% -$7.46M 0.13% 93
2015
Q2 		$8.6M Sell
55,324
-1,491
-3% -$240K 2.02% 9
2015
Q1 		$8.72M Sell
56,815
-784
-1% -$119K 1.99% 9
2014
Q4 		$8.84M Sell
57,599
-6,958
-11% -$1.11M 2.02% 9
2014
Q3 		$11.7M Sell
64,557
-314
-0.5% -$57.2K 2.7% 4
2014
Q2 		$11.2M Buy
64,871
+111
+0.2% +$20K 2.58% 5
2014
Q1 		$11.9M Buy
64,760
+371
+0.6% +$65.3K 2.78% 6
2013
Q4 		$11.5M Sell
64,389
-1,057
-2% -$182K 2.65% 6
2013
Q3 		$11.6M Buy
65,446
+1,076
+2% +$196K 2.88% 4
2013
Q2 		$11.8M Buy
+64,370
New +$12.5M 3.02% 3

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bridges Investment Counsel's IBM Position: Q4 2017 in Review

Bridges Investment Counsel reduced its IBM (IBM) stake by 15% in Q4 2017, selling an estimated $997K and leaving 38,780 shares worth $5.69M. The position accounts for 3.14% of the portfolio, ranked #5.

Bridges Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 19 quarters since. The position peaked at $11.9M in Q1 2014. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Bridges Investment Counsel held 38,780 shares of IBM worth $5.69M as of Q4 2017.
  • Bridges Investment Counsel sold 6,857 IBM shares in Q4 2017, an estimated $997K.
  • IBM made up 3.14% of Bridges Investment Counsel's portfolio in Q4 2017, its #5 holding.
  • Bridges Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 19 quarters since.
  • Bridges Investment Counsel's IBM position peaked at $11.9M in Q1 2014.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.