Marshall & Sullivan’s IBM IBM Stock Holding History

Marshall & Sullivan’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	–	Sell	-1,569	Closed	-$212K	–	44
2019 Q1	$212K	Buy	+1,569	New	+$200K	0.16%	41
2018 Q4	–	Sell	-1,569	Closed	-$227K	–	43
2018 Q3	$227K	Hold	1,569	–	–	0.17%	42
2018 Q2	$210K	Sell	1,569 -66	-4%	-$9.21K	0.19%	43
2018 Q1	$240K	Buy	1,635 +66	+4%	+$9.99K	0.19%	43
2017 Q4	$230K	Hold	1,569	–	–	0.18%	41
2017 Q3	$231K	Hold	1,569	–	–	0.21%	39
2017 Q2	$231K	Hold	1,569	–	–	0.2%	40
2017 Q1	$227K	Hold	1,569	–	–	0.2%	41
2016 Q4	$249K	Hold	1,569	–	–	0.3%	36
2016 Q3	$238K	Hold	1,569	–	–	0.31%	35
2016 Q2	$227K	Hold	1,569	–	–	0.29%	34
2016 Q1	$227K	Hold	1,569	–	–	0.29%	34
2015 Q4	$206K	Hold	1,569	–	–	0.27%	35
2015 Q3	$202K	Hold	1,569	–	–	0.26%	36
2015 Q2	$244K	Sell	1,569 -314	-17%	-$50.5K	0.33%	32
2015 Q1	$288K	Hold	1,883	–	–	0.37%	34
2014 Q4	$288K	Sell	1,883 -352	-16%	-$56K	0.36%	36
2014 Q3	$405K	Sell	2,235 -398	-15%	-$72.5K	0.57%	33
2014 Q2	$456K	Buy	2,633 +750	+40%	+$135K	0.76%	33
2014 Q1	$346K	Hold	1,883	–	–	0.62%	33
2013 Q4	$338K	Hold	1,883	–	–	0.62%	33
2013 Q3	$333K	Hold	1,883	–	–	0.62%	36
2013 Q2	$344K	Buy	+1,883	New	+$367K	0.7%	35

Other funds holding IBM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall & Sullivan's IBM Position: Q2 2019 in Review

Marshall & Sullivan sold out of IBM (IBM) in Q2 2019, closing a stake of 1,569 shares — an estimated $212K sold.

Marshall & Sullivan first reported a position in IBM in Q2 2013 and held it in 23 quarters. The position peaked at $456K in Q2 2014. 1,950 funds tracked by Wall St. Rank hold IBM as of Q2 2019.

Marshall & Sullivan reported no remaining IBM position as of Q2 2019 after selling out during the quarter.
Marshall & Sullivan sold 1,569 IBM shares in Q2 2019, an estimated $212K.
Marshall & Sullivan first reported a position in IBM in Q2 2013 and held it in 23 quarters.
Marshall & Sullivan's IBM position peaked at $456K in Q2 2014.
1,950 funds tracked by Wall St. Rank held IBM as of Q2 2019.

Based on Marshall & Sullivan's 13F filing for Q2 2019, filed 5 Aug 2019.