Cathie Wood’s IBM IBM Stock Holding History

Cathie Wood’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
2018 Q1	–	Sell	-383	Closed	-$56K	–	203
2017 Q4	$56K	Buy	+383	New	+$55.7K	﹤0.01%	190
2017 Q3	–	Sell	-4,799	Closed	-$706K	–	146
2017 Q2	$706K	Sell	4,799 -18,814	-80%	-$2.84M	0.14%	71
2017 Q1	$3.93M	Buy	+23,613	New	+$3.96M	1.13%	35

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cathie Wood's IBM Position: Q1 2018 in Review

Cathie Wood sold out of IBM (IBM) in Q1 2018, closing a stake of 383 shares — an estimated $56K sold.

Cathie Wood first reported a position in IBM in Q1 2017 and held it in 3 quarters. The position peaked at $3.93M in Q1 2017. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

Cathie Wood reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
Cathie Wood sold 383 IBM shares in Q1 2018, an estimated $56K.
Cathie Wood first reported a position in IBM in Q1 2017 and held it in 3 quarters.
Cathie Wood's IBM position peaked at $3.93M in Q1 2017.
1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on ARK Investment Management's 13F filing for Q1 2018, filed 14 May 2018.