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Lehman Financial Resources’s IBM IBM Stock Holding History

Lehman Financial Resources’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
Q3 		$340K Buy
+2,352
New +$329K 0.16% 64
2015
Q4 		– Sell
-535
Closed -$74K – 186
2015
Q3 		$74K Buy
535
+12
+2% +$1.77K 0.04% 116
2015
Q2 		$81K Hold
523
– – 0.04% 117
2015
Q1 		$80K Buy
523
+418
+398% +$63.4K 0.04% 114
2014
Q4 		$16K Hold
105
– – 0.01% 261
2014
Q3 		$19K Hold
105
– – 0.01% 245
2014
Q2 		$18K Sell
105
-89
-46% -$16K 0.01% 244
2014
Q1 		$36K Buy
194
+58
+43% +$10.2K 0.02% 162
2013
Q4 		$24K Hold
136
– – 0.01% 197
2013
Q3 		$24K Sell
136
-73
-35% -$13.3K 0.02% 185
2013
Q2 		$38K Buy
+209
New +$40.7K 0.03% 119

Other funds holding IBM

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lehman Financial Resources's IBM Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in IBM (IBM) in Q3 2018: 2,352 shares worth $340K. The stake represents 0.16% of the portfolio and ranks #64 among its holdings. This is a return to the name: Lehman Financial Resources previously reported a position in IBM as recently as Q3 2015.

Lehman Financial Resources first reported a position in IBM in Q2 2013 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold IBM as of Q3 2018.

  • Lehman Financial Resources held 2,352 shares of IBM worth $340K as of Q3 2018.
  • IBM was a new Lehman Financial Resources position in Q3 2018.
  • IBM made up 0.16% of Lehman Financial Resources's portfolio in Q3 2018, its #64 holding.
  • Lehman Financial Resources first reported a position in IBM in Q2 2013 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held IBM as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.