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Stordahl Capital Management’s IBM IBM Stock Holding History

Stordahl 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
2019
Q3 		– Sell
-1,732
Closed -$238K – 48
2019
Q2 		$238K Hold
1,732
– – 0.09% 44
2019
Q1 		$238K Buy
+1,732
New +$221K 0.1% 44
2018
Q4 		– Sell
-1,732
Closed -$215K – 44
2018
Q3 		$215K Hold
1,732
– – 0.1% 41
2018
Q2 		$231K Hold
1,732
– – 0.1% 40
2018
Q1 		$254K Sell
1,732
-157
-8% -$23.8K 0.12% 36
2017
Q4 		$277K Buy
+1,889
New +$275K 0.13% 35

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

Stordahl Capital Management's IBM Position: Q3 2019 in Review

Stordahl Capital Management sold out of IBM (IBM) in Q3 2019, closing a stake of 1,732 shares — an estimated $238K sold.

Stordahl Capital Management first reported a position in IBM in Q4 2017 and held it in 6 quarters. The position peaked at $277K in Q4 2017. 1,960 funds tracked by Wall St. Rank hold IBM as of Q3 2019.

  • Stordahl Capital Management reported no remaining IBM position as of Q3 2019 after selling out during the quarter.
  • Stordahl Capital Management sold 1,732 IBM shares in Q3 2019, an estimated $238K.
  • Stordahl Capital Management first reported a position in IBM in Q4 2017 and held it in 6 quarters.
  • Stordahl Capital Management's IBM position peaked at $277K in Q4 2017.
  • 1,960 funds tracked by Wall St. Rank held IBM as of Q3 2019.

Based on Stordahl Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.