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Robert N. Shapiro’s IBM IBM Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$8.58M Sell
55,909
-1,824
-3% -$290K 1.71% 8
2014
Q3 		$10.5M Sell
57,733
-813
-1% -$148K 1.99% 5
2014
Q2 		$10.1M Sell
58,546
-18,796
-24% -$3.38M 1.93% 4
2014
Q1 		$14.2M Sell
77,342
-8,984
-10% -$1.58M 2.63% 3
2013
Q4 		$15.5M Buy
86,326
+25,188
+41% +$4.34M 2.77% 2
2013
Q3 		$10.8M Buy
61,138
+1,055
+2% +$192K 1.91% 4
2013
Q2 		$11M Buy
+60,083
New +$11.7M 2.31% 3

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Robert N. Shapiro's IBM Position: Q4 2014 in Review

Robert N. Shapiro reduced its IBM (IBM) stake by 3.2% in Q4 2014, selling an estimated $290K and leaving 55,909 shares worth $8.58M. The position accounts for 1.71% of the portfolio, ranked #8.

Robert N. Shapiro first reported a position in IBM in Q2 2013 and has held it in 7 quarters since. The position peaked at $15.5M in Q4 2013. 1,749 funds tracked by Wall St. Rank hold IBM as of Q4 2014.

  • Robert N. Shapiro held 55,909 shares of IBM worth $8.58M as of Q4 2014.
  • Robert N. Shapiro sold 1,824 IBM shares in Q4 2014, an estimated $290K.
  • IBM made up 1.71% of Robert N. Shapiro's portfolio in Q4 2014, its #8 holding.
  • Robert N. Shapiro first reported a position in IBM in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's IBM position peaked at $15.5M in Q4 2013.
  • 1,749 funds tracked by Wall St. Rank held IBM as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.