OWIM
IBM icon

Old West Investment Management’s IBM IBM Stock Holding History

Old West 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
2017
Q2 		– Sell
-25,870
Closed -$4.31M – 68
2017
Q1 		$4.31M Sell
25,870
-31,678
-55% -$5.31M 2.29% 19
2016
Q4 		$9.13M Sell
57,548
-3,251
-5% -$495K 5.58% 5
2016
Q3 		$9.23M Sell
60,799
-1,115
-2% -$169K 6.72% 3
2016
Q2 		$8.98M Sell
61,914
-5,816
-9% -$833K 6.56% 3
2016
Q1 		$9.81M Buy
67,730
+32,783
+94% +$4.19M 8.21% 1
2015
Q4 		$4.6M Sell
34,947
-29,398
-46% -$3.95M 4.15% 9
2015
Q3 		$8.92M Sell
64,345
-2,200
-3% -$325K 6.78% 3
2015
Q2 		$10.3M Sell
66,545
-966
-1% -$155K 7.2% 2
2015
Q1 		$10.4M Buy
67,511
+18,839
+39% +$2.86M 6.97% 3
2014
Q4 		$7.46M Buy
+48,672
New +$7.74M 4.62% 5

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
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

Old West Investment Management's IBM Position: Q2 2017 in Review

Old West Investment Management sold out of IBM (IBM) in Q2 2017, closing a stake of 25,870 shares — an estimated $4.31M sold.

Old West Investment Management first reported a position in IBM in Q4 2014 and held it in 10 quarters. The position peaked at $10.4M in Q1 2015. 1,795 funds tracked by Wall St. Rank hold IBM as of Q2 2017.

  • Old West Investment Management reported no remaining IBM position as of Q2 2017 after selling out during the quarter.
  • Old West Investment Management sold 25,870 IBM shares in Q2 2017, an estimated $4.31M.
  • Old West Investment Management first reported a position in IBM in Q4 2014 and held it in 10 quarters.
  • Old West Investment Management's IBM position peaked at $10.4M in Q1 2015.
  • 1,795 funds tracked by Wall St. Rank held IBM as of Q2 2017.

Based on Old West Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.