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Capital Management’s IBM IBM Stock Holding History

Capital 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
2017
Q4 		– Sell
-1,545
Closed -$214K – 96
2017
Q3 		$214K Sell
1,545
-1,046
-40% -$146K 0.06% 90
2017
Q2 		$381K Sell
2,591
-91
-3% -$13.7K 0.11% 64
2017
Q1 		$446K Buy
2,682
+109
+4% +$18.3K 0.14% 62
2016
Q4 		$408K Sell
2,573
-25
-1% -$3.81K 0.14% 63
2016
Q3 		$395K Buy
2,598
+1
+0% +$152 0.15% 64
2016
Q2 		$377K Buy
2,597
+1
+0% +$143 0.15% 65
2016
Q1 		$376K Hold
2,596
– – 0.15% 62
2015
Q4 		$342K Buy
2,596
+12
+0.5% +$1.61K 0.13% 69
2015
Q3 		$358K Sell
2,584
-11
-0.4% -$1.62K 0.14% 63
2015
Q2 		$404K Buy
2,595
+11
+0.4% +$1.77K 0.14% 63
2015
Q1 		$396K Sell
2,584
-209
-7% -$31.7K 0.13% 60
2014
Q4 		$428K Sell
2,793
-21
-0.7% -$3.34K 0.13% 59
2014
Q3 		$511K Sell
2,814
-2,121
-43% -$386K 0.17% 58
2014
Q2 		$855K Buy
4,935
+138
+3% +$24.8K 0.28% 53
2014
Q1 		$883K Sell
4,797
-228
-5% -$40.1K 0.3% 50
2013
Q4 		$901K Buy
5,025
+1,817
+57% +$313K 0.31% 49
2013
Q3 		$568K Sell
3,208
-262
-8% -$47.6K 0.22% 48
2013
Q2 		$634K Buy
+3,470
New +$676K 0.26% 47

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Management's IBM Position: Q4 2017 in Review

Capital Management sold out of IBM (IBM) in Q4 2017, closing a stake of 1,545 shares — an estimated $214K sold.

Capital Management first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $901K in Q4 2013. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Capital Management reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
  • Capital Management sold 1,545 IBM shares in Q4 2017, an estimated $214K.
  • Capital Management first reported a position in IBM in Q2 2013 and held it in 18 quarters.
  • Capital Management's IBM position peaked at $901K in Q4 2013.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Capital Management's 13F filing for Q4 2017, filed 30 Jan 2018.