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Focused Investors’s IBM IBM Stock Holding History

Focused Investors’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
-480,742
Closed -$66.7M – 23
2017
Q3 		$66.7M Sell
480,742
-14,225
-3% -$1.98M 2.83% 21
2017
Q2 		$72.8M Sell
494,967
-307,001
-38% -$46.3M 3.09% 19
2017
Q1 		$134M Sell
801,968
-5,753
-0.7% -$965K 4.82% 11
2016
Q4 		$128M Sell
807,721
-15,586
-2% -$2.37M 4.87% 11
2016
Q3 		$125M Sell
823,307
-7,949
-1% -$1.21M 4.96% 9
2016
Q2 		$121M Sell
831,256
-14,226
-2% -$2.04M 4.75% 9
2016
Q1 		$122M Sell
845,482
-26,254
-3% -$3.35M 4.71% 9
2015
Q4 		$115M Sell
871,736
-68,723
-7% -$9.23M 4.42% 9
2015
Q3 		$130M Sell
940,459
-17,677
-2% -$2.61M 4.77% 10
2015
Q2 		$149M Sell
958,136
-10,774
-1% -$1.73M 5.17% 8
2015
Q1 		$149M Buy
968,910
+28,190
+3% +$4.28M 5.15% 8
2014
Q4 		$144M Buy
940,720
+97,382
+12% +$15.5M 5.23% 7
2014
Q3 		$153M Sell
843,338
-5,334
-0.6% -$972K 5.63% 7
2014
Q2 		$147M Sell
848,672
-4,289
-0.5% -$772K 5.52% 7
2014
Q1 		$157M Buy
852,961
+61,505
+8% +$10.8M 6.21% 4
2013
Q4 		$142M Buy
791,456
+60,250
+8% +$10.4M 5.57% 6
2013
Q3 		$129M Buy
731,206
+92,466
+14% +$16.8M 5.56% 6
2013
Q2 		$117M Buy
+638,740
New +$124M 5.07% 7

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 $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Focused Investors's IBM Position: Q4 2017 in Review

Focused Investors sold out of IBM (IBM) in Q4 2017, closing a stake of 480,742 shares — an estimated $66.7M sold.

Focused Investors first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $157M in Q1 2014. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Focused Investors reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
  • Focused Investors sold 480,742 IBM shares in Q4 2017, an estimated $66.7M.
  • Focused Investors first reported a position in IBM in Q2 2013 and held it in 18 quarters.
  • Focused Investors's IBM position peaked at $157M in Q1 2014.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Focused Investors's 13F filing for Q4 2017, filed 23 Jan 2018.