VWM
IBM icon

Vector Wealth Management’s IBM IBM Stock Holding History

Vector Wealth 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
Q4 		$605K Sell
3,811
-64
-2% -$9.75K 0.42% 35
2016
Q3 		$589K Sell
3,875
-78
-2% -$11.8K 0.4% 35
2016
Q2 		$574K Sell
3,953
-104
-3% -$14.9K 0.39% 37
2016
Q1 		$587K Buy
4,057
+41
+1% +$5.24K 0.43% 33
2015
Q4 		$528K Buy
4,016
+1
+0% +$134 0.41% 33
2015
Q3 		$535K Buy
4,015
+254
+7% +$37.5K 0.42% 32
2015
Q2 		$585K Buy
3,761
+3
+0.1% +$482 0.46% 30
2015
Q1 		$577K Sell
3,758
-276
-7% -$41.9K 0.47% 25
2014
Q4 		$619K Sell
4,034
-244
-6% -$38.8K 0.47% 22
2014
Q3 		$776K Buy
4,278
+71
+2% +$12.9K 0.57% 15
2014
Q2 		$729K Sell
4,207
-6
-0.1% -$1.08K 0.54% 18
2014
Q1 		$775K Buy
4,213
+481
+13% +$84.7K 0.56% 18
2013
Q4 		$669K Buy
3,732
+98
+3% +$16.9K 0.47% 18
2013
Q3 		$644K Sell
3,634
-42
-1% -$7.63K 0.47% 21
2013
Q2 		$671K Buy
+3,676
New +$716K 0.49% 19

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Vector Wealth Management's IBM Position: Q4 2016 in Review

Vector Wealth Management reduced its IBM (IBM) stake by 1.7% in Q4 2016, selling an estimated $9.75K and leaving 3,811 shares worth $605K. The position accounts for 0.42% of the portfolio, ranked #35.

Vector Wealth Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since. The position peaked at $776K in Q3 2014. 1,816 funds tracked by Wall St. Rank hold IBM as of Q4 2016.

  • Vector Wealth Management held 3,811 shares of IBM worth $605K as of Q4 2016.
  • Vector Wealth Management sold 64 IBM shares in Q4 2016, an estimated $9.75K.
  • IBM made up 0.42% of Vector Wealth Management's portfolio in Q4 2016, its #35 holding.
  • Vector Wealth Management first reported a position in IBM in Q2 2013 and has held it in 15 quarters since.
  • Vector Wealth Management's IBM position peaked at $776K in Q3 2014.
  • 1,816 funds tracked by Wall St. Rank held IBM as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.