MHIM
IBM icon

MacNealy Hoover Investment Management’s IBM IBM Stock Holding History

MacNealy Hoover Investment 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
2019
Q3 		$665K Sell
4,779
-629
-12% -$84.8K 0.54% 46
2019
Q2 		$713K Sell
5,408
-5,237
-49% -$688K 0.54% 47
2019
Q1 		$1.44M Sell
10,645
-130
-1% -$16.6K 1.11% 36
2018
Q4 		$1.17M Sell
10,775
-2,776
-20% -$333K 1.02% 37
2018
Q3 		$1.96M Sell
13,551
-78
-0.6% -$10.9K 1.44% 22
2018
Q2 		$1.82M Buy
13,629
+104
+0.8% +$14.5K 1.42% 24
2018
Q1 		$1.98M Sell
13,525
-2,432
-15% -$368K 1.58% 22
2017
Q4 		$2.34M Buy
15,957
+20
+0.1% +$2.91K 1.69% 19
2017
Q3 		$2.21M Buy
15,937
+1,334
+9% +$186K 1.59% 22
2017
Q2 		$2.15M Buy
14,603
+1,496
+11% +$226K 1.63% 19
2017
Q1 		$2.18M Hold
13,107
– – 1.66% 18
2016
Q4 		$2.08M Sell
13,107
-53
-0.4% -$8.07K 1.6% 17
2016
Q3 		$2M Sell
13,160
-52
-0.4% -$7.89K 1.61% 17
2016
Q2 		$1.92M Buy
13,212
+63
+0.5% +$9.02K 1.55% 17
2016
Q1 		$1.9M Buy
13,149
+366
+3% +$46.8K 1.55% 20
2015
Q4 		$1.68M Buy
12,783
+78
+0.6% +$10.5K 1.41% 22
2015
Q3 		$1.76M Buy
12,705
+42
+0.3% +$6.2K 1.58% 18
2015
Q2 		$1.97M Sell
12,663
-10
-0.1% -$1.61K 1.61% 18
2015
Q1 		$1.95M Buy
12,673
+130
+1% +$19.7K 1.69% 16
2014
Q4 		$1.92M Buy
12,543
+299
+2% +$47.6K 1.64% 19
2014
Q3 		$2.22M Buy
12,244
+98
+0.8% +$17.9K 1.95% 16
2014
Q2 		$2.1M Hold
12,146
– – 1.84% 15
2014
Q1 		$2.23M Buy
12,146
+18
+0.1% +$3.17K 2% 13
2013
Q4 		$2.17M Buy
+12,128
New +$2.09M 2.02% 13

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MacNealy Hoover Investment Management's IBM Position: Q3 2019 in Review

MacNealy Hoover Investment Management reduced its IBM (IBM) stake by 12% in Q3 2019, selling an estimated $84.8K and leaving 4,779 shares worth $665K. The position accounts for 0.54% of the portfolio, ranked #46.

MacNealy Hoover Investment Management first reported a position in IBM in Q4 2013 and has held it in 24 quarters since. The position peaked at $2.34M in Q4 2017. 1,960 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • MacNealy Hoover Investment Management held 4,779 shares of IBM worth $665K as of Q3 2019.
  • MacNealy Hoover Investment Management sold 629 IBM shares in Q3 2019, an estimated $84.8K.
  • IBM made up 0.54% of MacNealy Hoover Investment Management's portfolio in Q3 2019, its #46 holding.
  • MacNealy Hoover Investment Management first reported a position in IBM in Q4 2013 and has held it in 24 quarters since.
  • MacNealy Hoover Investment Management's IBM position peaked at $2.34M in Q4 2017.
  • 1,960 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on MacNealy Hoover Investment Management's 13F filing for Q3 2019, filed 1 Oct 2019.