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Stewart West Indies Trading Company’s IBM IBM Stock Holding History

Stewart West Indies Trading Company’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
2018
Q1 		$22.3M Hold
151,879
– – 1.93% 13
2017
Q4 		$22.3M Hold
151,879
– – 1.88% 15
2017
Q3 		$21.1M Hold
151,879
– – 1.84% 17
2017
Q2 		$22.3M Hold
151,879
– – 1.95% 15
2017
Q1 		$25.3M Hold
151,879
– – 2.18% 15
2016
Q4 		$24.1M Hold
151,879
– – 2.15% 15
2016
Q3 		$23.1M Hold
151,879
– – 2.21% 15
2016
Q2 		$22M Hold
151,879
– – 2.13% 15
2016
Q1 		$22M Hold
151,879
– – 2.19% 15
2015
Q4 		$20M Hold
151,879
– – 2.06% 15
2015
Q3 		$21.1M Hold
151,879
– – 2.21% 16
2015
Q2 		$23.6M Hold
151,879
– – 2.39% 15
2015
Q1 		$23.3M Hold
151,879
– – 2.26% 14
2014
Q4 		$23.3M Hold
151,879
– – 2.22% 14
2014
Q3 		$27.6M Hold
151,879
– – 2.76% 12
2014
Q2 		$26.3M Hold
151,879
– – 2.72% 12
2014
Q1 		$27.9M Hold
151,879
– – 2.98% 12
2013
Q4 		$27.2M Buy
151,879
+5,753
+4% +$992K 2.94% 12
2013
Q3 		$25.9M Buy
146,126
+24,058
+20% +$4.37M 2.96% 12
2013
Q2 		$22.3M Buy
+122,068
New +$23.8M 2.59% 13

Other funds holding IBM

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Stewart West Indies Trading Company's IBM Position: Q1 2018 in Review

Stewart West Indies Trading Company held its IBM (IBM) position steady in Q1 2018 at 151,879 shares worth $22.3M. The position accounts for 1.93% of the portfolio, ranked #13.

Stewart West Indies Trading Company first reported a position in IBM in Q2 2013 and has held it in 20 quarters since. The position peaked at $27.9M in Q1 2014. 1,970 funds tracked by Wall St. Rank hold IBM as of Q1 2018.

  • Stewart West Indies Trading Company held 151,879 shares of IBM worth $22.3M as of Q1 2018.
  • Stewart West Indies Trading Company left its IBM share count unchanged in Q1 2018.
  • IBM made up 1.93% of Stewart West Indies Trading Company's portfolio in Q1 2018, its #13 holding.
  • Stewart West Indies Trading Company first reported a position in IBM in Q2 2013 and has held it in 20 quarters since.
  • Stewart West Indies Trading Company's IBM position peaked at $27.9M in Q1 2014.
  • 1,970 funds tracked by Wall St. Rank held IBM as of Q1 2018.

Based on Stewart West Indies Trading Company's 13F filing for Q1 2018, filed 15 May 2018.