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Cabot Wealth Management’s IBM IBM Stock Holding History

Cabot Wealth 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
2014
Q2 		– Sell
-1,772
Closed -$326K – 149
2014
Q1 		$326K Sell
1,772
-23,391
-93% -$4.12M 0.09% 132
2013
Q4 		$4.51M Sell
25,163
-756
-3% -$130K 1.18% 24
2013
Q3 		$4.59M Buy
25,919
+21,141
+442% +$3.84M 1.37% 11
2013
Q2 		$873K Buy
+4,778
New +$930K 0.3% 108

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Cabot Wealth Management's IBM Position: Q2 2014 in Review

Cabot Wealth Management sold out of IBM (IBM) in Q2 2014, closing a stake of 1,772 shares — an estimated $326K sold.

Cabot Wealth Management first reported a position in IBM in Q2 2013 and held it in 4 quarters. The position peaked at $4.59M in Q3 2013. 1,727 funds tracked by Wall St. Rank hold IBM as of Q2 2014.

  • Cabot Wealth Management reported no remaining IBM position as of Q2 2014 after selling out during the quarter.
  • Cabot Wealth Management sold 1,772 IBM shares in Q2 2014, an estimated $326K.
  • Cabot Wealth Management first reported a position in IBM in Q2 2013 and held it in 4 quarters.
  • Cabot Wealth Management's IBM position peaked at $4.59M in Q3 2013.
  • 1,727 funds tracked by Wall St. Rank held IBM as of Q2 2014.

Based on Cabot Wealth Management's 13F filing for Q2 2014, filed 28 Jul 2014.