HI
IBM icon

Hendershot Investments’s IBM IBM Stock Holding History

Hendershot Investments’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
Q2 		– Sell
-940
Closed -$100K – 81
2020
Q1 		$100K Sell
940
-68
-7% -$8.6K 0.04% 79
2019
Q4 		$129K Hold
1,008
– – 0.04% 82
2019
Q3 		$140K Hold
1,008
– – 0.04% 82
2019
Q2 		$133K Sell
1,008
-238
-19% -$31.3K 0.04% 82
2019
Q1 		$168K Sell
1,246
-104
-8% -$13.3K 0.06% 75
2018
Q4 		$147K Sell
1,350
-283
-17% -$34K 0.06% 68
2018
Q3 		$236K Hold
1,633
– – 0.08% 60
2018
Q2 		$218K Sell
1,633
-566
-26% -$78.9K 0.08% 59
2018
Q1 		$323K Sell
2,199
-598
-21% -$90.5K 0.13% 56
2017
Q4 		$410K Sell
2,797
-26
-0.9% -$3.78K 0.16% 54
2017
Q3 		$392K Hold
2,823
– – 0.17% 55
2017
Q2 		$415K Sell
2,823
-105
-4% -$15.8K 0.19% 55
2017
Q1 		$487K Sell
2,928
-69
-2% -$11.6K 0.23% 53
2016
Q4 		$475K Sell
2,997
-277
-8% -$42.2K 0.23% 54
2016
Q3 		$497K Hold
3,274
– – 0.25% 51
2016
Q2 		$475K Buy
3,274
+1,208
+58% +$173K 0.24% 51
2016
Q1 		$299K Sell
2,066
-131
-6% -$16.7K 0.15% 55
2015
Q4 		$289K Sell
2,197
-218
-9% -$29.3K 0.15% 55
2015
Q3 		$335K Buy
2,415
+34
+1% +$5.02K 0.19% 51
2015
Q2 		$370K Hold
2,381
– – 0.19% 49
2015
Q1 		$365K Sell
2,381
-21
-0.9% -$3.19K 0.19% 49
2014
Q4 		$368K Buy
2,402
+107
+5% +$17K 0.19% 50
2014
Q3 		$416K Hold
2,295
– – 0.23% 49
2014
Q2 		$398K Buy
2,295
+183
+9% +$32.9K 0.23% 48
2014
Q1 		$389K Sell
2,112
-73
-3% -$12.9K 0.24% 50
2013
Q4 		$392K Buy
2,185
+235
+12% +$40.5K 0.25% 49
2013
Q3 		$345K Hold
1,950
– – 0.24% 52
2013
Q2 		$356K Buy
+1,950
New +$380K 0.27% 51

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hendershot Investments's IBM Position: Q2 2020 in Review

Hendershot Investments sold out of IBM (IBM) in Q2 2020, closing a stake of 940 shares — an estimated $100K sold.

Hendershot Investments first reported a position in IBM in Q2 2013 and held it in 28 quarters. The position peaked at $497K in Q3 2016. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

  • Hendershot Investments reported no remaining IBM position as of Q2 2020 after selling out during the quarter.
  • Hendershot Investments sold 940 IBM shares in Q2 2020, an estimated $100K.
  • Hendershot Investments first reported a position in IBM in Q2 2013 and held it in 28 quarters.
  • Hendershot Investments's IBM position peaked at $497K in Q3 2016.
  • 1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Hendershot Investments's 13F filing for Q2 2020, filed 10 Aug 2020.