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KMS Financial Services’s IBM IBM Stock Holding History

KMS Financial Services’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
Q3 		$1.95M Buy
10,733
+427
+4% +$77.8K 0.27% 91
2014
Q2 		$1.79M Sell
10,306
-1,528
-13% -$275K 0.26% 95
2014
Q1 		$2.18M Sell
11,834
-501
-4% -$88.2K 0.34% 65
2013
Q4 		$2.21M Buy
12,335
+2,654
+27% +$458K 0.37% 58
2013
Q3 		$1.71M Buy
9,681
+1,560
+19% +$284K 0.42% 50
2013
Q2 		$1.48M Buy
+8,121
New +$1.58M 0.41% 55

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KMS Financial Services's IBM Position: Q3 2014 in Review

KMS Financial Services increased its IBM (IBM) stake by 4.1% in Q3 2014, buying an estimated $77.8K and bringing the position to 10,733 shares worth $1.95M. The position accounts for 0.27% of the portfolio, ranked #91.

KMS Financial Services first reported a position in IBM in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.21M in Q4 2013. 1,706 funds tracked by Wall St. Rank hold IBM as of Q3 2014.

  • KMS Financial Services held 10,733 shares of IBM worth $1.95M as of Q3 2014.
  • KMS Financial Services bought 427 IBM shares in Q3 2014, an estimated $77.8K.
  • IBM made up 0.27% of KMS Financial Services's portfolio in Q3 2014, its #91 holding.
  • KMS Financial Services first reported a position in IBM in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's IBM position peaked at $2.21M in Q4 2013.
  • 1,706 funds tracked by Wall St. Rank held IBM as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.