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Private Vista’s IBM IBM Stock Holding History

Private Vista’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
2020
Q2 		$525K Buy
4,554
+631
+16% +$73.3K 0.25% 61
2020
Q1 		$416K Buy
3,923
+164
+4% +$20.7K 0.16% 82
2019
Q4 		$480K Sell
3,759
-1,433
-28% -$186K 0.13% 78
2019
Q3 		$722K Sell
5,192
-698
-12% -$94.2K 0.19% 57
2019
Q2 		$777K Sell
5,890
-365
-6% -$48K 0.19% 61
2019
Q1 		$845K Sell
6,255
-118
-2% -$15K 0.21% 64
2018
Q4 		$693K Sell
6,373
-640
-9% -$76.8K 0.16% 69
2018
Q3 		$1.01M Buy
7,013
+31
+0.4% +$4.33K 0.21% 58
2018
Q2 		$932K Buy
6,982
+28
+0.4% +$3.9K 0.22% 58
2018
Q1 		$1.02M Sell
6,954
-603
-8% -$91.2K 0.3% 42
2017
Q4 		$1.11M Sell
7,557
-1,032
-12% -$150K 0.33% 25
2017
Q3 		$1.19M Buy
8,589
+1,653
+24% +$230K 0.26% 42
2017
Q2 		$981K Buy
6,936
+270
+4% +$40.7K 0.24% 36
2017
Q1 		$1.02M Hold
6,666
– – 0.25% 35
2016
Q4 		$1.12M Hold
6,666
– – 0.33% 26
2016
Q3 		$969K Hold
6,666
– – 0.25% 36
2016
Q2 		$985K Hold
6,666
– – 0.33% 19
2016
Q1 		$919K Sell
6,666
-102
-2% -$13K 0.33% 15
2015
Q4 		$788K Buy
+6,768
New +$909K 0.36% 19

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Vista's IBM Position: Q2 2020 in Review

Private Vista increased its IBM (IBM) stake by 16% in Q2 2020, buying an estimated $73.3K and bringing the position to 4,554 shares worth $525K. The position accounts for 0.25% of the portfolio, ranked #61.

Private Vista first reported a position in IBM in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.19M in Q3 2017. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

  • Private Vista held 4,554 shares of IBM worth $525K as of Q2 2020.
  • Private Vista bought 631 IBM shares in Q2 2020, an estimated $73.3K.
  • IBM made up 0.25% of Private Vista's portfolio in Q2 2020, its #61 holding.
  • Private Vista first reported a position in IBM in Q4 2015 and has held it in 19 quarters since.
  • Private Vista's IBM position peaked at $1.19M in Q3 2017.
  • 1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.