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Steward Capital Management’s IBM IBM Stock Holding History

Steward 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
2014
Q3 		$617K Hold
3,400
– – 1.66% 21
2014
Q2 		$590K Hold
3,400
– – 1.25% 23
2014
Q1 		$626K Hold
3,400
– – 1.08% 24
2013
Q4 		$610K Hold
3,400
– – 0.94% 25
2013
Q3 		$602K Hold
3,400
– – 0.81% 24
2013
Q2 		$622K Buy
+3,400
New +$662K 0.82% 23

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Steward Capital Management's IBM Position: Q3 2014 in Review

Steward Capital Management held its IBM (IBM) position steady in Q3 2014 at 3,400 shares worth $617K. The position accounts for 1.66% of the portfolio, ranked #21.

Steward Capital Management first reported a position in IBM in Q2 2013 and has held it in 6 quarters since. The position peaked at $626K in Q1 2014. 1,706 funds tracked by Wall St. Rank hold IBM as of Q3 2014.

  • Steward Capital Management held 3,400 shares of IBM worth $617K as of Q3 2014.
  • Steward Capital Management left its IBM share count unchanged in Q3 2014.
  • IBM made up 1.66% of Steward Capital Management's portfolio in Q3 2014, its #21 holding.
  • Steward Capital Management first reported a position in IBM in Q2 2013 and has held it in 6 quarters since.
  • Steward Capital Management's IBM position peaked at $626K in Q1 2014.
  • 1,706 funds tracked by Wall St. Rank held IBM as of Q3 2014.

Based on Steward Capital Management's 13F filing for Q3 2014, filed 15 Oct 2014.