TW
IBM icon

Transform Wealth’s IBM IBM Stock Holding History

Transform Wealth’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
2018
Q4 		– Sell
-1,775
Closed -$257K – 188
2018
Q3 		$257K Sell
1,775
-366
-17% -$51.1K 0.04% 170
2018
Q2 		$286K Sell
2,141
-230
-10% -$32.1K 0.05% 186
2018
Q1 		$348K Sell
2,371
-97
-4% -$14.7K 0.07% 190
2017
Q4 		$362K Buy
2,468
+15
+0.6% +$2.18K 0.07% 203
2017
Q3 		$340K Buy
+2,453
New +$342K 0.12% 172
2017
Q2 		– Sell
-3,270
Closed -$544K – 77
2017
Q1 		$544K Buy
3,270
+83
+3% +$13.9K 0.2% 147
2016
Q4 		$506K Buy
3,187
+104
+3% +$15.8K 0.2% 145
2016
Q3 		$468K Sell
3,083
-627
-17% -$95.1K 0.2% 140
2016
Q2 		$538K Buy
+3,710
New +$531K 0.23% 134

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Transform Wealth's IBM Position: Q4 2018 in Review

Transform Wealth sold out of IBM (IBM) in Q4 2018, closing a stake of 1,775 shares — an estimated $257K sold.

Transform Wealth first reported a position in IBM in Q2 2016 and held it in 9 quarters. The position peaked at $544K in Q1 2017. 1,907 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Transform Wealth reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Transform Wealth sold 1,775 IBM shares in Q4 2018, an estimated $257K.
  • Transform Wealth first reported a position in IBM in Q2 2016 and held it in 9 quarters.
  • Transform Wealth's IBM position peaked at $544K in Q1 2017.
  • 1,907 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.