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Orca Investment Management’s IBM IBM Stock Holding History

Orca 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
2021
Q4 		– Sell
-15,147
Closed -$2.01M – 62
2021
Q3 		$2.01M Buy
15,147
+40
+0.3% +$5.35K 1.76% 23
2021
Q2 		$2.12M Sell
15,107
-130
-0.9% -$17.8K 1.91% 22
2021
Q1 		$1.94M Sell
15,237
-113
-0.7% -$13.5K 2.01% 20
2020
Q4 		$1.85M Buy
+15,350
New +$1.77M 1.93% 19
2019
Q3 		$2.19M Sell
15,756
-261
-2% -$35.2K 2.58% 11
2019
Q2 		$2.11M Sell
16,017
-320
-2% -$42K 2.35% 16
2019
Q1 		$2.2M Sell
16,337
-153
-0.9% -$19.5K 2.51% 13
2018
Q4 		$1.79M Sell
16,490
-1,969
-11% -$236K 2.29% 16
2018
Q3 		$2.67M Buy
18,459
+746
+4% +$104K 2.68% 11
2018
Q2 		$2.37M Sell
17,713
-19
-0.1% -$2.65K 2.52% 13
2018
Q1 		$2.6M Sell
17,732
-86
-0.5% -$13K 2.97% 8
2017
Q4 		$2.61M Sell
17,818
-131
-0.7% -$19K 2.28% 14
2017
Q3 		$2.49M Buy
+17,949
New +$2.5M 2.21% 15

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Orca Investment Management's IBM Position: Q4 2021 in Review

Orca Investment Management sold out of IBM (IBM) in Q4 2021, closing a stake of 15,147 shares — an estimated $2.01M sold.

Orca Investment Management first reported a position in IBM in Q3 2017 and held it in 13 quarters. The position peaked at $2.67M in Q3 2018. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.

  • Orca Investment Management reported no remaining IBM position as of Q4 2021 after selling out during the quarter.
  • Orca Investment Management sold 15,147 IBM shares in Q4 2021, an estimated $2.01M.
  • Orca Investment Management first reported a position in IBM in Q3 2017 and held it in 13 quarters.
  • Orca Investment Management's IBM position peaked at $2.67M in Q3 2018.
  • 2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.

Based on Orca Investment Management's 13F filing for Q4 2021, filed 31 Jan 2022.