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Stellar Capital Management’s IBM IBM Stock Holding History

Stellar Capital 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
2020
Q2 		$234K Buy
2,031
+3
+0.1% +$348 0.16% 72
2020
Q1 		$215K Sell
2,028
-103
-5% -$13K 0.18% 71
2019
Q4 		$273K Buy
2,131
+3
+0.1% +$390 0.16% 73
2019
Q3 		$296K Buy
2,128
+5
+0.2% +$674 0.19% 73
2019
Q2 		$286K Hold
2,123
– – 0.19% 76
2019
Q1 		$286K Buy
2,123
+2
+0.1% +$255 0.19% 76
2018
Q4 		$231K Buy
2,121
+2
+0.1% +$240 0.18% 76
2018
Q3 		$306K Sell
2,119
-35
-2% -$4.89K 0.2% 70
2018
Q2 		$288K Buy
2,154
+2
+0.1% +$279 0.19% 69
2018
Q1 		$316K Sell
2,152
-154
-7% -$23.3K 0.2% 69
2017
Q4 		$338K Buy
2,306
+2
+0.1% +$291 0.22% 66
2017
Q3 		$320K Buy
2,304
+2
+0.1% +$279 0.23% 65
2017
Q2 		$339K Buy
2,302
+1
+0% +$151 0.25% 66
2017
Q1 		$383K Sell
2,301
-14
-0.6% -$2.35K 0.29% 63
2016
Q4 		$367K Buy
+2,315
New +$353K 0.3% 61
2016
Q2 		$347K Buy
2,391
+176
+8% +$25.2K 0.38% 57
2016
Q1 		$321K Hold
2,215
– – 0.36% 59
2015
Q4 		$291K Hold
2,215
– – 0.35% 57
2015
Q3 		$307K Buy
2,215
+419
+23% +$61.9K 0.4% 53
2015
Q2 		$279K Buy
1,796
+126
+8% +$20.3K 0.31% 57
2015
Q1 		$256K Sell
1,670
-236
-12% -$35.8K 0.25% 59
2014
Q4 		$292K Hold
1,906
– – 0.31% 56
2014
Q3 		$346K Sell
1,906
-172
-8% -$31.3K 0.38% 55
2014
Q2 		$360K Hold
2,078
– – 0.4% 55
2014
Q1 		$382K Hold
2,078
– – 0.43% 55
2013
Q4 		$373K Buy
+2,078
New +$358K 0.4% 57

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

Stellar Capital Management's IBM Position: Q2 2020 in Review

Stellar Capital Management increased its IBM (IBM) stake by 0.15% in Q2 2020, buying an estimated $348 and bringing the position to 2,031 shares worth $234K. The position accounts for 0.16% of the portfolio, ranked #72.

Stellar Capital Management first reported a position in IBM in Q4 2013 and has held it in 26 quarters since. The position peaked at $383K in Q1 2017. 1,993 funds tracked by Wall St. Rank hold IBM as of Q2 2020.

  • Stellar Capital Management held 2,031 shares of IBM worth $234K as of Q2 2020.
  • Stellar Capital Management bought 3 IBM shares in Q2 2020, an estimated $348.
  • IBM made up 0.16% of Stellar Capital Management's portfolio in Q2 2020, its #72 holding.
  • Stellar Capital Management first reported a position in IBM in Q4 2013 and has held it in 26 quarters since.
  • Stellar Capital Management's IBM position peaked at $383K in Q1 2017.
  • 1,993 funds tracked by Wall St. Rank held IBM as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.