FCM
IBM icon

Forester Capital Management’s IBM IBM Stock Holding History

Forester 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
Q1 		– Sell
-8,853
Closed -$1.17M – 59
2015
Q4 		$1.17M Sell
8,853
-1,200
-12% -$161K 1.05% 32
2015
Q3 		$1.39M Sell
10,053
-187
-2% -$27.6K 1.29% 31
2015
Q2 		$1.59M Sell
10,240
-7,804
-43% -$1.25M 1.29% 31
2015
Q1 		$2.77M Hold
18,044
– – 2.22% 24
2014
Q4 		$2.77M Sell
18,044
-248
-1% -$39.5K 2.09% 24
2014
Q3 		$3.32M Buy
18,292
+73
+0.4% +$13.3K 2.59% 23
2014
Q2 		$3.16M Hold
18,219
– – 2.47% 22
2014
Q1 		$3.35M Hold
18,219
– – 2.6% 25
2013
Q4 		$3.27M Buy
18,219
+104
+0.6% +$17.9K 2.6% 24
2013
Q3 		$3.21M Buy
18,115
+279
+2% +$50.7K 2.55% 23
2013
Q2 		$3.26M Buy
+17,836
New +$3.47M 2.61% 21

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Forester Capital Management's IBM Position: Q1 2016 in Review

Forester Capital Management sold out of IBM (IBM) in Q1 2016, closing a stake of 8,853 shares — an estimated $1.17M sold.

Forester Capital Management first reported a position in IBM in Q2 2013 and held it in 11 quarters. The position peaked at $3.35M in Q1 2014. 1,714 funds tracked by Wall St. Rank hold IBM as of Q1 2016.

  • Forester Capital Management reported no remaining IBM position as of Q1 2016 after selling out during the quarter.
  • Forester Capital Management sold 8,853 IBM shares in Q1 2016, an estimated $1.17M.
  • Forester Capital Management first reported a position in IBM in Q2 2013 and held it in 11 quarters.
  • Forester Capital Management's IBM position peaked at $3.35M in Q1 2014.
  • 1,714 funds tracked by Wall St. Rank held IBM as of Q1 2016.

Based on Forester Capital Management's 13F filing for Q1 2016, filed 13 May 2016.