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Lodestar Investment Counsel’s IBM IBM Stock Holding History

Lodestar Investment Counsel’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
2019
Q2 		$713K Hold
5,407
– – 0.07% 111
2019
Q1 		$729K Sell
5,407
-261
-5% -$33.3K 0.08% 109
2018
Q4 		$616K Buy
5,668
+637
+13% +$76.5K 0.08% 111
2018
Q3 		$727K Sell
5,031
-105
-2% -$14.7K 0.08% 110
2018
Q2 		$686K Buy
5,136
+111
+2% +$15.5K 0.08% 115
2018
Q1 		$737K Hold
5,025
– – 0.09% 107
2017
Q4 		$737K Hold
5,025
– – 0.09% 105
2017
Q3 		$697K Buy
5,025
+303
+6% +$42.2K 0.09% 103
2017
Q2 		$694K Buy
4,722
+11
+0.2% +$1.66K 0.09% 98
2017
Q1 		$784K Sell
4,711
-209
-4% -$35K 0.1% 93
2016
Q4 		$781K Sell
4,920
-157
-3% -$23.9K 0.11% 90
2016
Q3 		$771K Hold
5,077
– – 0.11% 89
2016
Q2 		$737K Buy
5,077
+752
+17% +$108K 0.1% 91
2016
Q1 		$626K Buy
4,325
+2,149
+99% +$275K 0.09% 102
2015
Q4 		$286K Buy
2,176
+199
+10% +$26.7K 0.05% 123
2015
Q3 		$274K Sell
1,977
-125
-6% -$18.5K 0.05% 123
2015
Q2 		$327K Buy
2,102
+95
+5% +$15.3K 0.05% 121
2015
Q1 		$308K Buy
2,007
+149
+8% +$22.6K 0.05% 121
2014
Q4 		$285K Sell
1,858
-3,347
-64% -$532K 0.08% 97
2014
Q3 		$945K Hold
5,205
– – 0.29% 51
2014
Q2 		$902K Sell
5,205
-1,090
-17% -$196K 0.27% 56
2014
Q1 		$1.16M Buy
6,295
+52
+0.8% +$9.15K 0.36% 50
2013
Q4 		$1.12M Buy
6,243
+1,046
+20% +$180K 0.36% 50
2013
Q3 		$920K Buy
5,197
+2,092
+67% +$380K 0.33% 52
2013
Q2 		$567K Buy
+3,105
New +$605K 0.22% 60

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lodestar Investment Counsel's IBM Position: Q2 2019 in Review

Lodestar Investment Counsel held its IBM (IBM) position steady in Q2 2019 at 5,407 shares worth $713K. The position accounts for 0.07% of the portfolio, ranked #111.

Lodestar Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.16M in Q1 2014. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

  • Lodestar Investment Counsel held 5,407 shares of IBM worth $713K as of Q2 2019.
  • Lodestar Investment Counsel left its IBM share count unchanged in Q2 2019.
  • IBM made up 0.07% of Lodestar Investment Counsel's portfolio in Q2 2019, its #111 holding.
  • Lodestar Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 25 quarters since.
  • Lodestar Investment Counsel's IBM position peaked at $1.16M in Q1 2014.
  • 1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on Lodestar Investment Counsel's 13F filing for Q2 2019, filed 10 Jul 2019.