MJP
IBM icon

Michael J. Puzo’s IBM IBM Stock Holding History

Michael J. Puzo’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
Q4 		– Sell
-1,025
Closed -$142K – 90
2015
Q3 		$142K Sell
1,025
-188
-15% -$27.8K 0.1% 84
2015
Q2 		$189K Buy
1,213
+198
+20% +$31.8K 0.12% 83
2015
Q1 		$156K Sell
1,015
-245
-19% -$37.2K 0.1% 93
2014
Q4 		$194K Sell
1,260
-190
-13% -$30.2K 0.13% 80
2014
Q3 		$263K Buy
+1,450
New +$264K 0.18% 74

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Michael J. Puzo's IBM Position: Q4 2015 in Review

Michael J. Puzo sold out of IBM (IBM) in Q4 2015, closing a stake of 1,025 shares — an estimated $142K sold.

Michael J. Puzo first reported a position in IBM in Q3 2014 and held it in 5 quarters. The position peaked at $263K in Q3 2014. 1,735 funds tracked by Wall St. Rank hold IBM as of Q4 2015.

  • Michael J. Puzo reported no remaining IBM position as of Q4 2015 after selling out during the quarter.
  • Michael J. Puzo sold 1,025 IBM shares in Q4 2015, an estimated $142K.
  • Michael J. Puzo first reported a position in IBM in Q3 2014 and held it in 5 quarters.
  • Michael J. Puzo's IBM position peaked at $263K in Q3 2014.
  • 1,735 funds tracked by Wall St. Rank held IBM as of Q4 2015.

Based on Michael J. Puzo's 13F filing for Q4 2015, filed 12 Feb 2016.