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Lawson Kroeker Investment Management’s IBM IBM Stock Holding History

Lawson Kroeker Investment 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
2017
Q2 		– Sell
-4,458
Closed -$742K – 74
2017
Q1 		$742K Sell
4,458
-3,255
-42% -$546K 0.25% 53
2016
Q4 		$1.22M Sell
7,713
-15
-0.2% -$2.29K 0.42% 47
2016
Q3 		$1.17M Buy
7,728
+60
+0.8% +$9.11K 0.38% 46
2016
Q2 		$1.11M Hold
7,668
– – 0.37% 46
2016
Q1 		$1.11M Buy
7,668
+4,285
+127% +$547K 0.38% 45
2015
Q4 		$445K Sell
3,383
-3,337
-50% -$448K 0.15% 61
2015
Q3 		$931K Buy
6,720
+168
+3% +$24.8K 0.31% 51
2015
Q2 		$1.02M Sell
6,552
-2,917
-31% -$469K 0.3% 51
2015
Q1 		$1.45M Buy
+9,469
New +$1.44M 0.42% 44
2013
Q4 		– Sell
-1,700
Closed -$301K – 74
2013
Q3 		$301K Hold
1,700
– – 0.1% 71
2013
Q2 		$311K Buy
+1,700
New +$331K 0.11% 72

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lawson Kroeker Investment Management's IBM Position: Q2 2017 in Review

Lawson Kroeker Investment Management sold out of IBM (IBM) in Q2 2017, closing a stake of 4,458 shares — an estimated $742K sold.

Lawson Kroeker Investment Management first reported a position in IBM in Q2 2013 and held it in 11 quarters. The position peaked at $1.45M in Q1 2015. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Lawson Kroeker Investment Management reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • Lawson Kroeker Investment Management sold 4,458 IBM shares in Q2 2017, an estimated $742K.
  • Lawson Kroeker Investment Management first reported a position in IBM in Q2 2013 and held it in 11 quarters.
  • Lawson Kroeker Investment Management's IBM position peaked at $1.45M in Q1 2015.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Lawson Kroeker Investment Management's 13F filing for Q2 2017, filed 11 Jul 2017.