SBWM
IBM icon

Sunflower Bank Wealth Management’s IBM IBM Stock Holding History

Sunflower Bank Wealth 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
Q3 		$993K Sell
8,530
-1,721
-17% -$203K 0.33% 45
2020
Q2 		$1.18M Sell
10,251
-1,809
-15% -$210K 0.4% 38
2020
Q1 		$1.28M Buy
12,060
+763
+7% +$96.5K 0.49% 32
2019
Q4 		$1.45M Sell
11,297
-1,227
-10% -$159K 0.44% 35
2019
Q3 		$1.74M Hold
12,524
– – 0.56% 31
2019
Q2 		$1.65M Sell
12,524
-5
-0% -$657 0.53% 31
2019
Q1 		$1.69M Buy
12,529
+513
+4% +$65.4K 0.51% 32
2018
Q4 		$1.31M Buy
12,016
+5,868
+95% +$704K 0.42% 37
2018
Q3 		$889K Sell
6,148
-27
-0.4% -$3.77K 0.25% 60
2018
Q2 		$825K Hold
6,175
– – 0.24% 66
2018
Q1 		$905K Hold
6,175
– – 0.25% 61
2017
Q4 		$905K Sell
6,175
-39
-0.6% -$5.67K 0.24% 61
2017
Q3 		$862K Hold
6,214
– – 0.31% 43
2017
Q2 		$914K Sell
6,214
-837
-12% -$126K 0.31% 47
2017
Q1 		$1.17M Buy
7,051
+497
+8% +$83.3K 0.4% 42
2016
Q4 		$1.04M Sell
6,554
-21
-0.3% -$3.2K 0.37% 43
2016
Q3 		$998K Sell
6,575
-11
-0.2% -$1.67K 0.37% 46
2016
Q2 		$955K Hold
6,586
– – 0.34% 48
2016
Q1 		$954K Sell
6,586
-209
-3% -$26.7K 0.34% 45
2015
Q4 		$894K Sell
6,795
-104
-2% -$14K 0.31% 46
2015
Q3 		$957K Sell
6,899
-21
-0.3% -$3.1K 0.35% 43
2015
Q2 		$1.08M Sell
6,920
-325
-4% -$52.2K 0.37% 47
2015
Q1 		$1.11M Sell
7,245
-162
-2% -$24.6K 0.37% 49
2014
Q4 		$1.14M Hold
7,407
– – 0.36% 45
2014
Q3 		$1.34M Buy
7,407
+21
+0.3% +$3.83K 0.46% 39
2014
Q2 		$1.28M Sell
7,386
-162
-2% -$29.2K 0.52% 41
2014
Q1 		$1.39M Sell
7,548
-267
-3% -$47K 0.67% 30
2013
Q4 		$1.4M Hold
7,815
– – 0.71% 29
2013
Q3 		$1.38M Sell
7,815
-324
-4% -$58.9K 0.75% 28
2013
Q2 		$1.49M Buy
+8,139
New +$1.59M 0.8% 25

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunflower Bank Wealth Management's IBM Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its IBM (IBM) stake by 17% in Q3 2020, selling an estimated $203K and leaving 8,530 shares worth $993K. The position accounts for 0.33% of the portfolio, ranked #45.

Sunflower Bank Wealth Management first reported a position in IBM in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.74M in Q3 2019. 1,990 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • Sunflower Bank Wealth Management held 8,530 shares of IBM worth $993K as of Q3 2020.
  • Sunflower Bank Wealth Management sold 1,721 IBM shares in Q3 2020, an estimated $203K.
  • IBM made up 0.33% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #45 holding.
  • Sunflower Bank Wealth Management first reported a position in IBM in Q2 2013 and has held it in 30 quarters since.
  • Sunflower Bank Wealth Management's IBM position peaked at $1.74M in Q3 2019.
  • 1,990 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.