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Lupo Securities’s IBM IBM Stock Holding History

Lupo Securities’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
2015
Q3 		$5K Sell
3
-9
-75% -$1.33K 0.04% 83
2015
Q2 		$8K Buy
+12
New +$1.93K 0.03% 62
2015
Q1 		– Sell
-6
Closed -$424 – 557
2014
Q4 		$424 Buy
+6
New +$955 ﹤0.01% 550

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lupo Securities's IBM Position: Q3 2015 in Review

Lupo Securities reduced its IBM (IBM) stake by 63% in Q3 2015, selling an estimated $244K and leaving 974 shares worth $135K. The position accounts for 1.02% of the portfolio, ranked #15.

Lupo Securities first reported a position in IBM in Q4 2014 and has held it in 4 quarters since. The position peaked at $408K in Q2 2015. 1,713 funds tracked by Wall St. Rank hold IBM as of Q3 2015.

  • Lupo Securities held 974 shares of IBM worth $135K as of Q3 2015.
  • Lupo Securities sold 1,651 IBM shares in Q3 2015, an estimated $244K.
  • IBM made up 1.02% of Lupo Securities's portfolio in Q3 2015, its #15 holding.
  • Lupo Securities first reported a position in IBM in Q4 2014 and has held it in 4 quarters since.
  • Lupo Securities's IBM position peaked at $408K in Q2 2015.
  • 1,713 funds tracked by Wall St. Rank held IBM as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.