TCM
IBM icon

Tran Capital Management’s IBM IBM Stock Holding History

Tran 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
2016
Q1 		– Sell
-5,831
Closed -$767K – 66
2015
Q4 		$767K Sell
5,831
-2,260
-28% -$304K 0.02% 91
2015
Q3 		$1.12M Buy
8,091
+262
+3% +$38.7K 0.03% 88
2015
Q2 		$1.22M Buy
7,829
+340
+5% +$54.6K 0.03% 79
2015
Q1 		$1.15M Sell
7,489
-536
-7% -$81.3K 0.02% 80
2014
Q4 		$1.23M Sell
8,025
-1,959
-20% -$312K 0.02% 82
2014
Q3 		$1.81M Sell
9,984
-37
-0.4% -$6.74K 0.03% 78
2014
Q2 		$1.74M Sell
10,021
-287
-3% -$51.7K 0.03% 78
2014
Q1 		$1.9M Sell
10,308
-26
-0.3% -$4.58K 0.03% 78
2013
Q4 		$1.85M Buy
10,334
+1,344
+15% +$232K 0.03% 81
2013
Q3 		$1.59M Buy
+8,990
New +$1.63M 0.03% 80

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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