Check Capital Management’s IBM IBM Stock Holding History

Check 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
2016 Q4	–	Sell	-3,138	Closed	-$477K	–	57
2016 Q3	$477K	Hold	3,138	–	–	0.04%	35
2016 Q2	$455K	Sell	3,138 -1,046	-25%	-$150K	0.04%	34
2016 Q1	$606K	Sell	4,184 -7,217	-63%	-$922K	0.05%	31
2015 Q4	$1.5M	Sell	11,401 -1,151	-9%	-$155K	0.14%	25
2015 Q3	$1.74M	Sell	12,552 -2,092	-14%	-$309K	0.17%	25
2015 Q2	$2.28M	Hold	14,644	–	–	0.21%	25
2015 Q1	$2.25M	Sell	14,644 -18,723	-56%	-$2.84M	0.19%	25
2014 Q4	$5.12M	Sell	33,367 -88,701	-73%	-$14.1M	0.45%	22
2014 Q3	$22.2M	Buy	122,068 +4,184	+4%	+$762K	2.07%	12
2014 Q2	$20.4M	Buy	117,884 +12,552	+12%	+$2.26M	2.02%	15
2014 Q1	$19.4M	Hold	105,332	–	–	1.99%	14
2013 Q4	$18.9M	Buy	105,332 +15,690	+18%	+$2.71M	2.31%	12
2013 Q3	$15.9M	Buy	89,642 +10,460	+13%	+$1.9M	2.11%	14
2013 Q2	$14.5M	Buy	+79,182	New	+$15.4M	2.01%	14

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Check Capital Management's IBM Position: Q1 2019 in Review

Check Capital Management sold out of IBM (IBM) in Q1 2019, closing a stake of 212,244 shares — an estimated $23.1M sold.

Check Capital Management first reported a position in IBM in Q2 2013 and held it in 23 quarters. The position peaked at $68.2M in Q3 2014. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Check Capital Management reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
Check Capital Management sold 212,244 IBM shares in Q1 2019, an estimated $23.1M.
Check Capital Management first reported a position in IBM in Q2 2013 and held it in 23 quarters.
Check Capital Management's IBM position peaked at $68.2M in Q3 2014.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Check Capital Management's 13F filing for Q1 2019, filed 6 May 2019.