RSVP
IBM icon

Ramsay Stattman Vela & Price’s IBM IBM Stock Holding History

Ramsay Stattman Vela & Price’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
Q4 		– Sell
-1,531
Closed -$212K – 64
2017
Q3 		$212K Sell
1,531
-157
-9% -$21.9K 0.09% 60
2017
Q2 		$248K Sell
1,688
-523
-24% -$78.8K 0.11% 54
2017
Q1 		$368K Sell
2,211
-131
-6% -$22K 0.17% 52
2016
Q4 		$372K Hold
2,342
– – 0.18% 54
2016
Q3 		$356K Sell
2,342
-131
-5% -$19.9K 0.17% 52
2016
Q2 		$359K Hold
2,473
– – 0.18% 53
2016
Q1 		$358K Sell
2,473
-172
-7% -$22K 0.18% 52
2015
Q4 		$348K Buy
2,645
+856
+48% +$115K 0.17% 54
2015
Q3 		$248K Hold
1,789
– – 0.13% 58
2015
Q2 		$278K Hold
1,789
– – 0.14% 56
2015
Q1 		$274K Sell
1,789
-73
-4% -$11.1K 0.13% 58
2014
Q4 		$286K Hold
1,862
– – 0.13% 60
2014
Q3 		$338K Hold
1,862
– – 0.18% 44
2014
Q2 		$323K Sell
1,862
-209
-10% -$37.6K 0.16% 44
2014
Q1 		$381K Buy
2,071
+293
+16% +$51.6K 0.2% 44
2013
Q4 		$319K Hold
1,778
– – 0.17% 44
2013
Q3 		$315K Hold
1,778
– – 0.18% 45
2013
Q2 		$325K Buy
+1,778
New +$346K 0.2% 45

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ramsay Stattman Vela & Price's IBM Position: Q4 2017 in Review

Ramsay Stattman Vela & Price sold out of IBM (IBM) in Q4 2017, closing a stake of 1,531 shares — an estimated $212K sold.

Ramsay Stattman Vela & Price first reported a position in IBM in Q2 2013 and held it in 18 quarters. The position peaked at $381K in Q1 2014. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Ramsay Stattman Vela & Price reported no remaining IBM position as of Q4 2017 after selling out during the quarter.
  • Ramsay Stattman Vela & Price sold 1,531 IBM shares in Q4 2017, an estimated $212K.
  • Ramsay Stattman Vela & Price first reported a position in IBM in Q2 2013 and held it in 18 quarters.
  • Ramsay Stattman Vela & Price's IBM position peaked at $381K in Q1 2014.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Ramsay Stattman Vela & Price's 13F filing for Q4 2017, filed 30 Jan 2018.