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Kelman-Lazarov Inc’s IBM IBM Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-680
Closed -$108K – 159
2016
Q4 		$108K Sell
680
-157
-19% -$23.9K 0.06% 137
2016
Q3 		$125K Sell
837
-157
-16% -$23.8K 0.07% 131
2016
Q2 		$145K Hold
994
– – 0.08% 121
2016
Q1 		$145K Buy
+994
New +$127K 0.08% 130

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kelman-Lazarov Inc's IBM Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of IBM (IBM) in Q1 2017, closing a stake of 680 shares — an estimated $108K sold.

Kelman-Lazarov Inc first reported a position in IBM in Q1 2016 and held it in 4 quarters. The position peaked at $145K in Q1 2016. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining IBM position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 680 IBM shares in Q1 2017, an estimated $108K.
  • Kelman-Lazarov Inc first reported a position in IBM in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's IBM position peaked at $145K in Q1 2016.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.