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HM Capital Management’s IBM IBM Stock Holding History

HM 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
2014
Q4 		– Sell
-8,556
Closed -$1.55M – 35
2014
Q3 		$1.55M Hold
8,556
– – 1.88% 8
2014
Q2 		$1.48M Sell
8,556
-3,703
-30% -$666K 1.82% 9
2014
Q1 		$2.25M Sell
12,259
-246
-2% -$43.3K 3.54% 5
2013
Q4 		$2.24M Buy
+12,505
New +$2.16M 2.61% 7

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 $3.37T AUM 44.26% 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 $146B AUM 55.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HM Capital Management's IBM Position: Q4 2014 in Review

HM Capital Management sold out of IBM (IBM) in Q4 2014, closing a stake of 8,556 shares — an estimated $1.55M sold.

HM Capital Management first reported a position in IBM in Q4 2013 and held it in 4 quarters. The position peaked at $2.25M in Q1 2014. 1,751 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • HM Capital Management reported no remaining IBM position as of Q4 2014 after selling out during the quarter.
  • HM Capital Management sold 8,556 IBM shares in Q4 2014, an estimated $1.55M.
  • HM Capital Management first reported a position in IBM in Q4 2013 and held it in 4 quarters.
  • HM Capital Management's IBM position peaked at $2.25M in Q1 2014.
  • 1,751 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on HM Capital Management's 13F filing for Q4 2014, filed 5 Feb 2015.