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Gupta Wealth Management’s IBM IBM Stock Holding History

Gupta Wealth 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 		$108K Sell
749
-1
-0.1% -$128 0.03% 315
2015
Q4 		$99K Sell
750
-134
-15% -$18K 0.03% 323
2015
Q3 		$122K Buy
884
+204
+30% +$30.1K 0.03% 320
2015
Q2 		$106K Sell
680
-10
-1% -$1.61K 0.03% 341
2015
Q1 		$106K Buy
+690
New +$105K 0.03% 299

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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 $2.9T AUM 29.55% 1-Year Est. Return
BIT
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 $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gupta Wealth Management's IBM Position: Q1 2016 in Review

Gupta Wealth Management reduced its IBM (IBM) stake by 0.13% in Q1 2016, selling an estimated $128 and leaving 749 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #315.

Gupta Wealth Management first reported a position in IBM in Q1 2015 and has held it in 5 quarters since. The position peaked at $122K in Q3 2015. 1,714 funds tracked by Wall St. Rank hold IBM as of Q1 2016.

  • Gupta Wealth Management held 749 shares of IBM worth $108K as of Q1 2016.
  • Gupta Wealth Management sold 1 IBM share in Q1 2016, an estimated $128.
  • IBM made up 0.03% of Gupta Wealth Management's portfolio in Q1 2016, its #315 holding.
  • Gupta Wealth Management first reported a position in IBM in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's IBM position peaked at $122K in Q3 2015.
  • 1,714 funds tracked by Wall St. Rank held IBM as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.