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Wedgewood Investors’s IBM IBM Stock Holding History

Wedgewood Investors’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
Q3 		– Sell
-2,135
Closed -$310K – 130
2016
Q2 		$310K Hold
2,135
– – 0.3% 78
2016
Q1 		$309K Hold
2,135
– – 0.31% 76
2015
Q4 		$281K Hold
2,135
– – 0.28% 81
2015
Q3 		$296K Hold
2,135
– – 0.3% 79
2015
Q2 		$332K Hold
2,135
– – 0.32% 77
2015
Q1 		$328K Hold
2,135
– – 0.32% 77
2014
Q4 		$327K Buy
2,135
+52
+2% +$8.27K 0.32% 77
2014
Q3 		$378K Hold
2,083
– – 0.39% 65
2014
Q2 		$361K Buy
2,083
+537
+35% +$96.6K 0.37% 69
2014
Q1 		$285K Buy
1,546
+97
+7% +$17.1K 0.31% 82
2013
Q4 		$260K Hold
1,449
– – 0.29% 92
2013
Q3 		$256K Hold
1,449
– – 0.3% 89
2013
Q2 		$265K Buy
+1,449
New +$282K 0.34% 82

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wedgewood Investors's IBM Position: Q3 2016 in Review

Wedgewood Investors sold out of IBM (IBM) in Q3 2016, closing a stake of 2,135 shares — an estimated $310K sold.

Wedgewood Investors first reported a position in IBM in Q2 2013 and held it in 13 quarters. The position peaked at $378K in Q3 2014. 1,754 funds tracked by Wall St. Rank hold IBM as of Q3 2016.

  • Wedgewood Investors reported no remaining IBM position as of Q3 2016 after selling out during the quarter.
  • Wedgewood Investors sold 2,135 IBM shares in Q3 2016, an estimated $310K.
  • Wedgewood Investors first reported a position in IBM in Q2 2013 and held it in 13 quarters.
  • Wedgewood Investors's IBM position peaked at $378K in Q3 2014.
  • 1,754 funds tracked by Wall St. Rank held IBM as of Q3 2016.

Based on Wedgewood Investors's 13F filing for Q3 2016, filed 31 Oct 2016.