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Patriot Wealth Management’s IBM IBM Stock Holding History

Patriot Wealth 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
2018
Q2 		– Sell
-44,389
Closed -$6.51M – 84
2018
Q1 		$6.51M Buy
44,389
+1,003
+2% +$152K 0.93% 40
2017
Q4 		$6.36M Buy
+43,386
New +$6.31M 0.9% 43
2015
Q2 		– Sell
-16,349
Closed -$2.51M – 65
2015
Q1 		$2.51M Buy
16,349
+371
+2% +$56.3K 0.56% 53
2014
Q4 		$2.45M Sell
15,978
-711
-4% -$113K 0.57% 52
2014
Q3 		$3.03M Buy
16,689
+1,765
+12% +$322K 0.75% 51
2014
Q2 		$2.59M Buy
14,924
+184
+1% +$33.1K 0.65% 51
2014
Q1 		$2.71M Buy
14,740
+280
+2% +$49.3K 0.72% 47
2013
Q4 		$2.59M Sell
14,460
-72
-0.5% -$12.4K 0.72% 48
2013
Q3 		$2.57M Buy
+14,532
New +$2.64M 0.76% 50
2013
Q2 		– Hold
0
– – – 47

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Patriot Wealth Management's IBM Position: Q2 2018 in Review

Patriot Wealth Management sold out of IBM (IBM) in Q2 2018, closing a stake of 44,389 shares — an estimated $6.51M sold.

Patriot Wealth Management first reported a position in IBM in Q3 2013 and held it in 9 quarters. The position peaked at $6.51M in Q1 2018. 1,945 funds tracked by Wall St. Rank hold IBM as of Q2 2018.

  • Patriot Wealth Management reported no remaining IBM position as of Q2 2018 after selling out during the quarter.
  • Patriot Wealth Management sold 44,389 IBM shares in Q2 2018, an estimated $6.51M.
  • Patriot Wealth Management first reported a position in IBM in Q3 2013 and held it in 9 quarters.
  • Patriot Wealth Management's IBM position peaked at $6.51M in Q1 2018.
  • 1,945 funds tracked by Wall St. Rank held IBM as of Q2 2018.

Based on Patriot Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.