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LBA Wealth Management’s IBM IBM Stock Holding History

LBA Wealth 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
Q1 		$669K Sell
4,019
-285
-7% -$47.8K 0.35% 51
2016
Q4 		$683K Buy
4,304
+143
+3% +$21.8K 0.37% 48
2016
Q3 		$632K Sell
4,161
-1
-0% -$152 0.36% 48
2016
Q2 		$604K Sell
4,162
-47
-1% -$6.73K 0.34% 51
2016
Q1 		$609K Sell
4,209
-113
-3% -$14.4K 0.35% 49
2015
Q4 		$569K Sell
4,322
-689
-14% -$92.6K 0.33% 52
2015
Q3 		$695K Buy
5,011
+84
+2% +$12.4K 0.44% 41
2015
Q2 		$766K Sell
4,927
-157
-3% -$25.2K 0.48% 38
2015
Q1 		$780K Sell
5,084
-340
-6% -$51.6K 0.49% 38
2014
Q4 		$832K Sell
5,424
-1,124
-17% -$179K 0.55% 38
2014
Q3 		$1.19M Buy
6,548
+105
+2% +$19.1K 0.82% 23
2014
Q2 		$1.12M Sell
6,443
-52
-0.8% -$9.36K 0.91% 25
2014
Q1 		$1.2M Sell
6,495
-168
-3% -$29.6K 0.98% 21
2013
Q4 		$1.2M Buy
+6,663
New +$1.15M 0.98% 22

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

LBA Wealth Management's IBM Position: Q1 2017 in Review

LBA Wealth Management reduced its IBM (IBM) stake by 6.6% in Q1 2017, selling an estimated $47.8K and leaving 4,019 shares worth $669K. The position accounts for 0.35% of the portfolio, ranked #51.

LBA Wealth Management first reported a position in IBM in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.2M in Q1 2014. 1,862 funds tracked by Wall St. Rank hold IBM as of Q1 2017.

  • LBA Wealth Management held 4,019 shares of IBM worth $669K as of Q1 2017.
  • LBA Wealth Management sold 285 IBM shares in Q1 2017, an estimated $47.8K.
  • IBM made up 0.35% of LBA Wealth Management's portfolio in Q1 2017, its #51 holding.
  • LBA Wealth Management first reported a position in IBM in Q4 2013 and has held it in 14 quarters since.
  • LBA Wealth Management's IBM position peaked at $1.2M in Q1 2014.
  • 1,862 funds tracked by Wall St. Rank held IBM as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.