DDPIC
IBM icon

Deroy & Devereaux Private Investment Counsel’s IBM IBM Stock Holding History

Deroy & Devereaux Private Investment Counsel’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
2019
Q4 		– Sell
-1,759
Closed -$245K – 147
2019
Q3 		$245K Buy
1,759
+184
+12% +$24.8K 0.02% 127
2019
Q2 		$208K Hold
1,575
– – 0.02% 142
2019
Q1 		$212K Sell
1,575
-466
-23% -$59.4K 0.02% 145
2018
Q4 		$222K Buy
2,041
+157
+8% +$18.8K 0.03% 150
2018
Q3 		$272K Hold
1,884
– – 0.03% 147
2018
Q2 		$252K Sell
1,884
-314
-14% -$43.8K 0.03% 143
2018
Q1 		$322K Sell
2,198
-833
-27% -$126K 0.03% 132
2017
Q4 		$445K Hold
3,031
– – 0.05% 116
2017
Q3 		$420K Sell
3,031
-662
-18% -$92.2K 0.05% 117
2017
Q2 		$543K Hold
3,693
– – 0.06% 107
2017
Q1 		$615K Sell
3,693
-16
-0.4% -$2.68K 0.07% 107
2016
Q4 		$589K Sell
3,709
-366
-9% -$55.8K 0.07% 107
2016
Q3 		$619K Hold
4,075
– – 0.08% 102
2016
Q2 		$591K Sell
4,075
-105
-3% -$15K 0.08% 107
2016
Q1 		$605K Buy
4,180
+314
+8% +$40.1K 0.08% 105
2015
Q4 		$509K Sell
3,866
-758
-16% -$102K 0.07% 104
2015
Q3 		$641K Hold
4,624
– – 0.09% 99
2015
Q2 		$719K Sell
4,624
-306
-6% -$49.2K 0.09% 98
2015
Q1 		$756K Hold
4,930
– – 0.09% 95
2014
Q4 		$756K Buy
4,930
+523
+12% +$83.2K 0.1% 99
2014
Q3 		$800K Hold
4,407
– – 0.12% 83
2014
Q2 		$764K Hold
4,407
– – 0.11% 89
2014
Q1 		$811K Hold
4,407
– – 0.12% 86
2013
Q4 		$790K Hold
4,407
– – 0.12% 89
2013
Q3 		$780K Sell
4,407
-131
-3% -$23.8K 0.14% 73
2013
Q2 		$829K Buy
+4,538
New +$884K 0.16% 69

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $609B AUM 40.19% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's IBM Position: Q4 2019 in Review

Deroy & Devereaux Private Investment Counsel sold out of IBM (IBM) in Q4 2019, closing a stake of 1,759 shares — an estimated $245K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in IBM in Q2 2013 and held it in 26 quarters. The position peaked at $829K in Q2 2013. 2,076 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • Deroy & Devereaux Private Investment Counsel reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
  • Deroy & Devereaux Private Investment Counsel sold 1,759 IBM shares in Q4 2019, an estimated $245K.
  • Deroy & Devereaux Private Investment Counsel first reported a position in IBM in Q2 2013 and held it in 26 quarters.
  • Deroy & Devereaux Private Investment Counsel's IBM position peaked at $829K in Q2 2013.
  • 2,076 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q4 2019, filed 27 Jan 2020.