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Lenox Wealth Management’s IBM IBM Stock Holding History

Lenox 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
2020
Q2 		$24K Buy
213
+18
+9% +$2.09K 0.01% 334
2020
Q1 		$20K Sell
195
-563
-74% -$71.2K 0.01% 327
2019
Q4 		$97K Buy
758
+112
+17% +$14.6K 0.03% 223
2019
Q3 		$89K Buy
646
+137
+27% +$18.5K 0.03% 222
2019
Q2 		$67K Buy
509
+11
+2% +$1.45K 0.02% 223
2019
Q1 		$67K Buy
498
+235
+89% +$30K 0.02% 217
2018
Q4 		$29K Buy
263
+58
+28% +$6.96K 0.01% 248
2018
Q3 		$30K Sell
205
-133
-39% -$18.6K 0.01% 268
2018
Q2 		$45K Sell
338
-17
-5% -$2.37K 0.01% 222
2018
Q1 		$52K Sell
355
-5,875
-94% -$889K 0.02% 206
2017
Q4 		$914K Buy
6,230
+75
+1% +$10.9K 0.28% 71
2017
Q3 		$853K Buy
6,155
+5,988
+3,586% +$834K 0.29% 62
2017
Q2 		$25K Sell
167
-74
-31% -$11.2K 0.01% 280
2017
Q1 		$40K Sell
241
-52
-18% -$8.72K 0.03% 104
2016
Q4 		$46K Buy
293
+69
+31% +$10.5K 0.04% 109
2016
Q3 		$34K Sell
224
-58
-21% -$8.8K 0.03% 122
2016
Q2 		$41K Hold
282
– – 0.03% 116
2016
Q1 		$41K Buy
282
+86
+44% +$11K 0.03% 119
2015
Q4 		$26K Hold
196
– – 0.02% 135
2015
Q3 		$27K Buy
196
+180
+1,125% +$26.6K 0.02% 88
2015
Q2 		$2K Hold
16
– – ﹤0.01% 143
2015
Q1 		$2K Hold
16
– – ﹤0.01% 145
2014
Q4 		$2K Hold
16
– – ﹤0.01% 149
2014
Q3 		$3K Hold
16
– – ﹤0.01% 144
2014
Q2 		$3K Sell
16
-107
-87% -$19.3K ﹤0.01% 151
2014
Q1 		$23K Sell
123
-67
-35% -$11.8K 0.01% 111
2013
Q4 		$34K Buy
+190
New +$32.8K 0.02% 104

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Management's IBM Position: Q2 2020 in Review

Lenox Wealth Management increased its IBM (IBM) stake by 9.2% in Q2 2020, buying an estimated $2.09K and bringing the position to 213 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #334.

Lenox Wealth Management first reported a position in IBM in Q4 2013 and has held it in 27 quarters since. The position peaked at $914K in Q4 2017. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

  • Lenox Wealth Management held 213 shares of IBM worth $24K as of Q2 2020.
  • Lenox Wealth Management bought 18 IBM shares in Q2 2020, an estimated $2.09K.
  • IBM made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #334 holding.
  • Lenox Wealth Management first reported a position in IBM in Q4 2013 and has held it in 27 quarters since.
  • Lenox Wealth Management's IBM position peaked at $914K in Q4 2017.
  • 1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.