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Cornerstone Advisors (Washington)’s IBM IBM Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q3 		$307K Sell
2,640
-145
-5% -$17.1K 0.03% 70
2020
Q2 		$322K Buy
2,785
+435
+19% +$50.5K 0.04% 63
2020
Q1 		$249K Sell
2,350
-678
-22% -$85.7K 0.03% 68
2019
Q4 		$388K Buy
3,028
+11
+0.4% +$1.43K 0.05% 50
2019
Q3 		$419K Buy
3,017
+49
+2% +$6.61K 0.06% 44
2019
Q2 		$391K Buy
2,968
+295
+11% +$38.8K 0.04% 73
2019
Q1 		$361K Buy
2,673
+502
+23% +$64K 0.04% 70
2018
Q4 		$236K Buy
2,171
+146
+7% +$17.5K 0.04% 98
2018
Q3 		$293K Buy
2,025
+96
+5% +$13.4K 0.19% 85
2018
Q2 		$258K Buy
1,929
+78
+4% +$10.9K 0.18% 92
2018
Q1 		$272K Buy
1,851
+129
+7% +$19.5K 0.19% 81
2017
Q4 		$253K Sell
1,722
-2
-0.1% -$291 0.17% 85
2017
Q3 		$239K Sell
1,724
-50
-3% -$6.97K 0.16% 87
2017
Q2 		$261K Sell
1,774
-112
-6% -$16.9K 0.15% 74
2017
Q1 		$314K Hold
1,886
– – 0.17% 63
2016
Q4 		$299K Buy
1,886
+87
+5% +$13.3K 0.25% 61
2016
Q3 		$273K Buy
1,799
+1,025
+132% +$156K 0.23% 59
2016
Q2 		$112K Sell
774
-347
-31% -$49.7K 0.11% 99
2016
Q1 		$162K Buy
1,121
+96
+9% +$12.3K 0.17% 74
2015
Q4 		$135K Sell
1,025
-372
-27% -$50K 0.15% 94
2015
Q3 		$194K Buy
1,397
+40
+3% +$5.91K 0.17% 98
2015
Q2 		$211K Hold
1,357
– – 0.17% 98
2015
Q1 		$208K Sell
1,357
-9
-0.7% -$1.36K 0.16% 108
2014
Q4 		$210K Buy
1,366
+846
+163% +$135K 0.15% 109
2014
Q3 		$94K Sell
520
-13
-2% -$2.37K 0.08% 60
2014
Q2 		$92K Buy
533
+4
+0.8% +$720 0.09% 67
2014
Q1 		$97K Buy
529
+409
+341% +$72K 0.11% 58
2013
Q4 		$22K Buy
120
+3
+3% +$517 0.03% 101
2013
Q3 		$21K Hold
117
– – 0.04% 98
2013
Q2 		$21K Buy
+117
New +$22.8K 0.05% 53

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisors (Washington)'s IBM Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its IBM (IBM) stake by 5.2% in Q3 2020, selling an estimated $17.1K and leaving 2,640 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #70.

Cornerstone Advisors (Washington) first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. The position peaked at $419K in Q3 2019. 1,991 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • Cornerstone Advisors (Washington) held 2,640 shares of IBM worth $307K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 145 IBM shares in Q3 2020, an estimated $17.1K.
  • IBM made up 0.03% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #70 holding.
  • Cornerstone Advisors (Washington) first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
  • Cornerstone Advisors (Washington)'s IBM position peaked at $419K in Q3 2019.
  • 1,991 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.