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South Texas Money Management’s IBM IBM Stock Holding History

South Texas Money 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
2019
Q3 		$243K Sell
1,750
-165
-9% -$22.3K 0.01% 345
2019
Q2 		$252K Sell
1,915
-528
-22% -$69.4K 0.01% 191
2019
Q1 		$330K Sell
2,443
-324
-12% -$41.3K 0.01% 171
2018
Q4 		$301K Hold
2,767
– – 0.01% 175
2018
Q3 		$400K Buy
2,767
+463
+20% +$64.7K 0.02% 165
2018
Q2 		$308K Sell
2,304
-99
-4% -$13.8K 0.01% 178
2018
Q1 		$352K Sell
2,403
-68
-3% -$10.3K 0.02% 178
2017
Q4 		$362K Sell
2,471
-193
-7% -$28.1K 0.02% 164
2017
Q3 		$370K Sell
2,664
-643
-19% -$89.6K 0.02% 155
2017
Q2 		$486K Sell
3,307
-136
-4% -$20.5K 0.02% 142
2017
Q1 		$573K Buy
3,443
+219
+7% +$36.7K 0.03% 137
2016
Q4 		$512K Hold
3,224
– – 0.03% 136
2016
Q3 		$490K Sell
3,224
-1,783
-36% -$271K 0.03% 129
2016
Q2 		$727K Sell
5,007
-815
-14% -$117K 0.04% 109
2016
Q1 		$843K Sell
5,822
-110,749
-95% -$14.1M 0.05% 109
2015
Q4 		$15.3M Sell
116,571
-33,342
-22% -$4.48M 0.88% 47
2015
Q3 		$20.8M Buy
149,913
+88,962
+146% +$13.1M 1.25% 40
2015
Q2 		$9.48M Buy
60,951
+38,543
+172% +$6.2M 0.55% 58
2015
Q1 		$3.44M Buy
22,408
+17,780
+384% +$2.7M 0.2% 64
2014
Q4 		$710K Buy
4,628
+184
+4% +$29.3K 0.04% 110
2014
Q3 		$807K Sell
4,444
-906
-17% -$165K 0.05% 99
2014
Q2 		$927K Sell
5,350
-222
-4% -$40K 0.06% 91
2014
Q1 		$1.02M Sell
5,572
-884
-14% -$156K 0.07% 82
2013
Q4 		$1.16M Sell
6,456
-258
-4% -$44.5K 0.08% 81
2013
Q3 		$1.19M Sell
6,714
-294
-4% -$53.4K 0.09% 75
2013
Q2 		$1.28M Buy
+7,008
New +$1.36M 0.1% 72

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

South Texas Money Management's IBM Position: Q3 2019 in Review

South Texas Money Management reduced its IBM (IBM) stake by 8.6% in Q3 2019, selling an estimated $22.3K and leaving 1,750 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #345.

South Texas Money Management first reported a position in IBM in Q2 2013 and has held it in 26 quarters since. The position peaked at $20.8M in Q3 2015. 1,961 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • South Texas Money Management held 1,750 shares of IBM worth $243K as of Q3 2019.
  • South Texas Money Management sold 165 IBM shares in Q3 2019, an estimated $22.3K.
  • IBM made up 0.01% of South Texas Money Management's portfolio in Q3 2019, its #345 holding.
  • South Texas Money Management first reported a position in IBM in Q2 2013 and has held it in 26 quarters since.
  • South Texas Money Management's IBM position peaked at $20.8M in Q3 2015.
  • 1,961 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on South Texas Money Management's 13F filing for Q3 2019, filed 13 Nov 2019.