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Stumpf Capital Management’s IBM IBM Stock Holding History

Stumpf 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
Q1 		– Sell
-63
Closed -$7K – 20
2018
Q4 		$7K Hold
63
– – 0.01% 26
2018
Q3 		$9K Hold
63
– – 0.01% 28
2018
Q2 		$8K Hold
63
– – 0.01% 29
2018
Q1 		$9K Sell
63
-188
-75% -$28.4K 0.01% 28
2017
Q4 		$37K Buy
+251
New +$36.5K 0.03% 18

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stumpf Capital Management's IBM Position: Q1 2019 in Review

Stumpf Capital Management sold out of IBM (IBM) in Q1 2019, closing a stake of 63 shares — an estimated $7K sold.

Stumpf Capital Management first reported a position in IBM in Q4 2017 and held it in 5 quarters. The position peaked at $37K in Q4 2017. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

  • Stumpf Capital Management reported no remaining IBM position as of Q1 2019 after selling out during the quarter.
  • Stumpf Capital Management sold 63 IBM shares in Q1 2019, an estimated $7K.
  • Stumpf Capital Management first reported a position in IBM in Q4 2017 and held it in 5 quarters.
  • Stumpf Capital Management's IBM position peaked at $37K in Q4 2017.
  • 1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Stumpf Capital Management's 13F filing for Q1 2019, filed 15 May 2019.