VW
IBM icon

Vantage Wealth’s IBM IBM Stock Holding History

Vantage 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
-54,395
Closed -$7.86M – 29
2018
Q3 		$7.86M Buy
54,395
+720
+1% +$101K 3.4% 19
2018
Q2 		$7.17M Buy
53,675
+1,867
+4% +$260K 3.45% 19
2018
Q1 		$7.6M Buy
51,808
+2,039
+4% +$309K 3.86% 18
2017
Q4 		$6.9M Hold
49,769
– – 3.66% 22
2017
Q3 		$6.9M Buy
49,769
+848
+2% +$118K 3.66% 22
2017
Q2 		$7.2M Buy
+48,921
New +$7.38M 3.84% 20

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

Vantage Wealth's IBM Position: Q4 2018 in Review

Vantage Wealth sold out of IBM (IBM) in Q4 2018, closing a stake of 54,395 shares — an estimated $7.86M sold.

Vantage Wealth first reported a position in IBM in Q2 2017 and held it in 6 quarters. The position peaked at $7.86M in Q3 2018. 1,908 funds tracked by Wall St. Rank hold IBM as of Q4 2018.

  • Vantage Wealth reported no remaining IBM position as of Q4 2018 after selling out during the quarter.
  • Vantage Wealth sold 54,395 IBM shares in Q4 2018, an estimated $7.86M.
  • Vantage Wealth first reported a position in IBM in Q2 2017 and held it in 6 quarters.
  • Vantage Wealth's IBM position peaked at $7.86M in Q3 2018.
  • 1,908 funds tracked by Wall St. Rank held IBM as of Q4 2018.

Based on Vantage Wealth's 13F filing for Q4 2018, filed 15 Feb 2019.