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MU Investments Company’s IBM IBM Stock Holding History

MU Investments Company’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
2018
Q1 		– Sell
-167
Closed -$25K – 77
2017
Q4 		$25K Sell
167
-84
-33% -$12.2K 0.02% 106
2017
Q3 		$35K Sell
251
-52
-17% -$7.24K 0.03% 91
2017
Q2 		$45K Sell
303
-147
-33% -$22.2K 0.03% 97
2017
Q1 		$75K Sell
450
-15
-3% -$2.52K 0.05% 67
2016
Q4 		$74K Sell
465
-241
-34% -$36.7K 0.06% 72
2016
Q3 		$107K Sell
706
-680
-49% -$103K 0.08% 67
2016
Q2 		$197K Sell
1,386
-1,098
-44% -$157K 0.13% 76
2016
Q1 		$352K Buy
2,484
+52
+2% +$6.64K 0.22% 66
2015
Q4 		$320K Sell
2,432
-1,266
-34% -$170K 0.19% 83
2015
Q3 		$504K Sell
3,698
-52
-1% -$7.68K 0.27% 62
2015
Q2 		$584K Sell
3,750
-3,190
-46% -$513K 0.28% 61
2015
Q1 		$1.08M Sell
6,940
-649
-9% -$98.4K 0.5% 41
2014
Q4 		$1.18M Buy
7,589
+994
+15% +$158K 0.51% 41
2014
Q3 		$1.2M Sell
6,595
-1,098
-14% -$200K 0.59% 34
2014
Q2 		$1.34M Sell
7,693
-680
-8% -$122K 0.61% 32
2014
Q1 		$1.52M Sell
8,373
-1,637
-16% -$288K 0.71% 31
2013
Q4 		$1.77M Buy
10,010
+105
+1% +$18.1K 0.76% 31
2013
Q3 		$1.77M Sell
9,905
-3,587
-27% -$652K 0.85% 28
2013
Q2 		$2.52M Buy
+13,492
New +$2.63M 1.07% 25

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MU Investments Company's IBM Position: Q1 2018 in Review

MU Investments Company sold out of IBM (IBM) in Q1 2018, closing a stake of 167 shares — an estimated $25K sold.

MU Investments Company first reported a position in IBM in Q2 2013 and held it in 19 quarters. The position peaked at $2.52M in Q2 2013. 1,969 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • MU Investments Company reported no remaining IBM position as of Q1 2018 after selling out during the quarter.
  • MU Investments Company sold 167 IBM shares in Q1 2018, an estimated $25K.
  • MU Investments Company first reported a position in IBM in Q2 2013 and held it in 19 quarters.
  • MU Investments Company's IBM position peaked at $2.52M in Q2 2013.
  • 1,969 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.