Thomas Story & Son’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,887
| Closed | -$368K | – | 66 |
|
|
2021
Q1 | $368K | Hold |
2,887
| – | – | 0.14% | 51 |
|
|
2020
Q4 | $347K | Hold |
2,887
| – | – | 0.14% | 48 |
|
|
2020
Q3 | $336K | Hold |
2,887
| – | – | 0.15% | 48 |
|
|
2020
Q2 | $333K | Hold |
2,887
| – | – | 0.16% | 48 |
|
|
2020
Q1 | $306K | Buy |
2,887
+628
| +28% | +$79.4K | 0.18% | 46 |
|
|
2019
Q4 | $290K | Hold |
2,259
| – | – | 0.14% | 46 |
|
|
2019
Q3 | $314K | Hold |
2,259
| – | – | 0.16% | 45 |
|
|
2019
Q2 | $298K | Hold |
2,259
| – | – | 0.15% | 45 |
|
|
2019
Q1 | $305K | Hold |
2,259
| – | – | 0.16% | 43 |
|
|
2018
Q4 | $246K | Hold |
2,259
| – | – | 0.15% | 47 |
|
|
2018
Q3 | $327K | Hold |
2,259
| – | – | 0.17% | 44 |
|
|
2018
Q2 | $302K | Hold |
2,259
| – | – | 0.18% | 43 |
|
|
2018
Q1 | $331K | Hold |
2,259
| – | – | 0.19% | 45 |
|
|
2017
Q4 | $331K | Hold |
2,259
| – | – | 0.19% | 43 |
|
|
2017
Q3 | $313K | Hold |
2,259
| – | – | 0.17% | 44 |
|
|
2017
Q2 | $332K | Hold |
2,259
| – | – | 0.2% | 43 |
|
|
2017
Q1 | $376K | Hold |
2,259
| – | – | 0.21% | 43 |
|
|
2016
Q4 | $359K | Hold |
2,259
| – | – | 0.22% | 41 |
|
|
2016
Q3 | $343K | Hold |
2,259
| – | – | 0.21% | 41 |
|
|
2016
Q2 | $328K | Hold |
2,259
| – | – | 0.2% | 41 |
|
|
2016
Q1 | $327K | Hold |
2,259
| – | – | 0.2% | 44 |
|
|
2015
Q4 | $297K | Hold |
2,259
| – | – | 0.19% | 42 |
|
|
2015
Q3 | $313K | Hold |
2,259
| – | – | 0.2% | 44 |
|
|
2015
Q2 | $351K | Hold |
2,259
| – | – | 0.22% | 43 |
|
|
2015
Q1 | $347K | Hold |
2,259
| – | – | 0.22% | 42 |
|
|
2014
Q4 | $347K | Hold |
2,259
| – | – | 0.21% | 45 |
|
|
2014
Q3 | $410K | Hold |
2,259
| – | – | 0.26% | 47 |
|
|
2014
Q2 | $392K | Sell |
2,259
-63
| -3% | -$11.3K | 0.24% | 47 |
|
|
2014
Q1 | $427K | Sell |
2,322
-147
| -6% | -$25.9K | 0.23% | 53 |
|
|
2013
Q4 | $443K | Hold |
2,469
| – | – | 0.24% | 51 |
|
|
2013
Q3 | $437K | Hold |
2,469
| – | – | 0.27% | 52 |
|
|
2013
Q2 | $451K | Buy |
+2,469
| New | +$481K | 0.28% | 55 |
|
Other funds holding IBM
Thomas Story & Son's IBM Position: Q2 2021 in Review
Thomas Story & Son sold out of IBM (IBM) in Q2 2021, closing a stake of 2,887 shares — an estimated $368K sold.
Thomas Story & Son first reported a position in IBM in Q2 2013 and held it in 32 quarters. The position peaked at $451K in Q2 2013. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.
- Thomas Story & Son reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
- Thomas Story & Son sold 2,887 IBM shares in Q2 2021, an estimated $368K.
- Thomas Story & Son first reported a position in IBM in Q2 2013 and held it in 32 quarters.
- Thomas Story & Son's IBM position peaked at $451K in Q2 2013.
- 2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.
Based on Thomas Story & Son's 13F filing for Q2 2021, filed 2 Aug 2021.