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JLB & Associates’s IBM IBM Stock Holding History

JLB & Associates’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
2018
Q1 		– Sell
-1,820
Closed -$266K – 73
2017
Q4 		$266K Sell
1,820
-863
-32% -$125K 0.06% 72
2017
Q3 		$372K Sell
2,683
-2,259
-46% -$315K 0.09% 68
2017
Q2 		$726K Buy
+4,942
New +$745K 0.18% 63
2016
Q4 		$1.94M Hold
12,251
– – 0.53% 49
2016
Q3 		$1.86M Sell
12,251
-151
-1% -$22.9K 0.51% 51
2016
Q2 		$1.8M Buy
12,402
+2,637
+27% +$377K 0.51% 52
2016
Q1 		$1.61M Sell
9,765
-2,890
-23% -$369K 0.41% 54
2015
Q4 		$1.66M Sell
12,655
-780
-6% -$105K 0.51% 52
2015
Q3 		$1.86M Sell
13,435
-104
-0.8% -$15.4K 0.6% 49
2015
Q2 		$2.1M Sell
13,539
-733
-5% -$118K 0.65% 49
2015
Q1 		$2.19M Hold
14,272
– – 0.68% 47
2014
Q4 		$2.19M Sell
14,272
-10
-0.1% -$1.59K 0.73% 47
2014
Q3 		$2.59M Sell
14,282
-42
-0.3% -$7.65K 0.93% 42
2014
Q2 		$2.48M Buy
14,324
+418
+3% +$75.2K 0.9% 45
2014
Q1 		$2.56M Sell
13,906
-82
-0.6% -$14.4K 0.95% 43
2013
Q4 		$2.51M Sell
13,988
-34
-0.2% -$5.86K 0.96% 43
2013
Q3 		$2.48M Sell
14,022
-78
-0.6% -$14.2K 1.05% 43
2013
Q2 		$2.58M Buy
+14,100
New +$2.75M 1.17% 41

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

JLB & Associates's IBM Position: Q1 2018 in Review

JLB & Associates sold out of IBM (IBM) in Q1 2018, closing a stake of 1,820 shares — an estimated $266K sold.

JLB & Associates first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $2.59M in Q3 2014. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • JLB & Associates reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • JLB & Associates sold 1,820 IBM shares in Q1 2018, an estimated $266K.
  • JLB & Associates first reported a position in IBM in Q2 2013 and held it in 18 quarters.
  • JLB & Associates's IBM position peaked at $2.59M in Q3 2014.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on JLB & Associates's 13F filing for Q1 2018, filed 23 Apr 2018.