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Lyons Wealth Management’s IBM IBM Stock Holding History

Lyons 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
2017
Q3 		– Sell
-5,624
Closed -$826K – 59
2017
Q2 		$826K Buy
5,624
+266
+5% +$40.1K 1.16% 26
2017
Q1 		$893K Buy
5,358
+450
+9% +$75.5K 0.94% 18
2016
Q4 		$778K Sell
4,908
-601
-11% -$91.5K 1.06% 27
2016
Q3 		$836K Buy
5,509
+68
+1% +$10.3K 1.15% 19
2016
Q2 		$792K Sell
5,441
-833
-13% -$119K 1.19% 20
2016
Q1 		$910K Sell
6,274
-244
-4% -$31.2K 1.31% 17
2015
Q4 		$855K Buy
6,518
+675
+12% +$90.7K 1.09% 23
2015
Q3 		$812K Sell
5,843
-987
-14% -$146K 1.04% 23
2015
Q2 		$1.06M Sell
6,830
-40
-0.6% -$6.43K 1.21% 10
2015
Q1 		$1.05M Sell
6,870
-370
-5% -$56.1K 1.14% 26
2014
Q4 		$1.11M Buy
7,240
+1,406
+24% +$224K 1.16% 23
2014
Q3 		$1.06M Buy
5,834
+466
+9% +$84.9K 1.13% 20
2014
Q2 		$935K Buy
5,368
+1,062
+25% +$191K 0.83% 34
2014
Q1 		$795K Buy
4,306
+1,197
+39% +$211K 0.7% 23
2013
Q4 		$560K Sell
3,109
-543
-15% -$93.6K 0.53% 31
2013
Q3 		$647K Buy
3,652
+618
+20% +$112K 0.58% 15
2013
Q2 		$556K Buy
+3,034
New +$591K 0.56% 17

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Lyons Wealth Management's IBM Position: Q3 2017 in Review

Lyons Wealth Management sold out of IBM (IBM) in Q3 2017, closing a stake of 5,624 shares — an estimated $826K sold.

Lyons Wealth Management first reported a position in IBM in Q2 2013 and held it in 17 quarters. The position peaked at $1.11M in Q4 2014. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

  • Lyons Wealth Management reported no remaining IBM position as of Q3 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 5,624 IBM shares in Q3 2017, an estimated $826K.
  • Lyons Wealth Management first reported a position in IBM in Q2 2013 and held it in 17 quarters.
  • Lyons Wealth Management's IBM position peaked at $1.11M in Q4 2014.
  • 1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Lyons Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.