Longer Investments’s IBM IBM Stock Holding History

Longer Investments’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 Q1	$2.39M	Buy	17,698 +997	+6%	+$127K	2.82%	14
2018 Q4	$1.81M	Sell	16,701 -412	-2%	-$49.4K	2.11%	19
2018 Q3	$2.47M	Buy	+17,113	New	+$2.39M	2.38%	20
2017 Q4	–	Sell	-14,796	Closed	-$2.05M	–	42
2017 Q3	$2.05M	Buy	+14,796	New	+$2.06M	1.83%	24
2014 Q4	–	Sell	-4,351	Closed	-$790K	–	44
2014 Q3	$790K	Sell	4,351 -665	-13%	-$121K	0.64%	34
2014 Q2	$869K	Sell	5,016 -2,024	-29%	-$364K	0.66%	40
2014 Q1	$1.29M	Sell	7,040 -4,534	-39%	-$798K	1.03%	33
2013 Q4	$2.08M	Sell	11,574 -2,913	-20%	-$502K	1.62%	29
2013 Q3	$2.56M	Buy	14,487 +5,946	+70%	+$1.08M	2.06%	10
2013 Q2	$1.56M	Buy	+8,541	New	+$1.66M	1.42%	28

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Longer Investments's IBM Position: Q1 2019 in Review

Longer Investments increased its IBM (IBM) stake by 6% in Q1 2019, buying an estimated $127K and bringing the position to 17,698 shares worth $2.39M. The position accounts for 2.82% of the portfolio, ranked #14.

Longer Investments first reported a position in IBM in Q2 2013 and has held it in 10 quarters since. The position peaked at $2.56M in Q3 2013. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Longer Investments held 17,698 shares of IBM worth $2.39M as of Q1 2019.
Longer Investments bought 997 IBM shares in Q1 2019, an estimated $127K.
IBM made up 2.82% of Longer Investments's portfolio in Q1 2019, its #14 holding.
Longer Investments first reported a position in IBM in Q2 2013 and has held it in 10 quarters since.
Longer Investments's IBM position peaked at $2.56M in Q3 2013.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.