Tirschwell & Loewy’s IBM IBM Stock Holding History

Tirschwell & Loewy’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	$1.12M	Hold	8,322	–	–	0.15%	52
2018 Q4	$904K	Hold	8,322	–	–	0.14%	53
2018 Q3	$1.2M	Sell	8,322 -209	-2%	-$29.2K	0.15%	50
2018 Q2	$1.14M	Buy	8,531 +317	+4%	+$44.2K	0.15%	54
2018 Q1	$1.21M	Sell	8,214 -357	-4%	-$54K	0.17%	55
2017 Q4	$1.26M	Sell	8,571 -418	-5%	-$60.8K	0.18%	57
2017 Q3	$1.25M	Sell	8,989 -1,468	-14%	-$205K	0.19%	56
2017 Q2	$1.54M	Hold	10,457	–	–	0.24%	53
2017 Q1	$1.74M	Hold	10,457	–	–	0.28%	50
2016 Q4	$1.66M	Sell	10,457 -1,595	-13%	-$243K	0.3%	51
2016 Q3	$1.83M	Hold	12,052	–	–	0.3%	52
2016 Q2	$1.75M	Buy	12,052 +732	+6%	+$105K	0.31%	54
2016 Q1	$1.64M	Buy	11,320 +2,480	+28%	+$317K	0.29%	58
2015 Q4	$1.16M	Buy	8,840 +44	+0.5%	+$5.91K	0.21%	63
2015 Q3	$1.22M	Buy	8,796 +105	+1%	+$15.5K	0.23%	59
2015 Q2	$1.35M	Hold	8,691	–	–	0.23%	58
2015 Q1	$1.33M	Sell	8,691 -105	-1%	-$15.9K	0.22%	57
2014 Q4	$1.35M	Buy	8,796 +1,360	+18%	+$216K	0.22%	56
2014 Q3	$1.35M	Sell	7,436 -1,360	-15%	-$248K	0.23%	55
2014 Q2	$1.52M	Hold	8,796	–	–	0.25%	54
2014 Q1	$1.62M	Hold	8,796	–	–	0.28%	51
2013 Q4	$1.58M	Hold	8,796	–	–	0.27%	52
2013 Q3	$1.56M	Hold	8,796	–	–	0.3%	52
2013 Q2	$1.61M	Buy	+8,796	New	+$1.71M	0.34%	50

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tirschwell & Loewy's IBM Position: Q1 2019 in Review

Tirschwell & Loewy held its IBM (IBM) position steady in Q1 2019 at 8,322 shares worth $1.12M. The position accounts for 0.15% of the portfolio, ranked #52.

Tirschwell & Loewy first reported a position in IBM in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.83M in Q3 2016. 1,974 funds tracked by Wall St. Rank hold IBM as of Q1 2019.

Tirschwell & Loewy held 8,322 shares of IBM worth $1.12M as of Q1 2019.
Tirschwell & Loewy left its IBM share count unchanged in Q1 2019.
IBM made up 0.15% of Tirschwell & Loewy's portfolio in Q1 2019, its #52 holding.
Tirschwell & Loewy first reported a position in IBM in Q2 2013 and has held it in 24 quarters since.
Tirschwell & Loewy's IBM position peaked at $1.83M in Q3 2016.
1,974 funds tracked by Wall St. Rank held IBM as of Q1 2019.

Based on Tirschwell & Loewy's 13F filing for Q1 2019, filed 3 Apr 2019.