Koch Industries’s IBM IBM Stock Holding History

Koch Industries’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 Q2	–	Sell	-1,549	Closed	-$227K	–	301
2018 Q1	$227K	Buy	+1,549	New	+$234K	0.02%	760
2017 Q4	–	Sell	-2,751	Closed	-$382K	–	712
2017 Q3	$382K	Buy	2,751 +1,351	+97%	+$188K	0.09%	222
2017 Q2	$206K	Sell	1,400 -850	-38%	-$128K	0.06%	420
2017 Q1	$375K	Buy	+2,250	New	+$377K	0.32%	67

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Koch Industries's IBM Position: Q2 2018 in Review

Koch Industries sold out of IBM (IBM) in Q2 2018, closing a stake of 1,549 shares — an estimated $227K sold.

Koch Industries first reported a position in IBM in Q1 2017 and held it in 4 quarters. The position peaked at $382K in Q3 2017. 1,946 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

Koch Industries reported no remaining IBM position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 1,549 IBM shares in Q2 2018, an estimated $227K.
Koch Industries first reported a position in IBM in Q1 2017 and held it in 4 quarters.
Koch Industries's IBM position peaked at $382K in Q3 2017.
1,946 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.