WI
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Welch Investments’s IBM IBM Stock Holding History

Welch Investments’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
2017
Q4 		$4.55M Buy
31,033
+1,472
+5% +$214K 2.89% 29
2017
Q3 		$4.1M Buy
29,561
+3,188
+12% +$444K 2.83% 29
2017
Q2 		$3.88M Buy
26,373
+2,842
+12% +$428K 2.88% 29
2017
Q1 		$3.92M Buy
23,531
+700
+3% +$117K 3.11% 23
2016
Q4 		$3.62M Buy
+22,831
New +$3.48M 3.17% 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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch Investments's IBM Position: Q4 2017 in Review

Welch Investments increased its IBM (IBM) stake by 5% in Q4 2017, buying an estimated $214K and bringing the position to 31,033 shares worth $4.55M. The position accounts for 2.89% of the portfolio, ranked #29.

Welch Investments first reported a position in IBM in Q4 2016 and has held it in 5 quarters since. 1,975 funds tracked by Wall St. Rank hold IBM as of Q4 2017.

  • Welch Investments held 31,033 shares of IBM worth $4.55M as of Q4 2017.
  • Welch Investments bought 1,472 IBM shares in Q4 2017, an estimated $214K.
  • IBM made up 2.89% of Welch Investments's portfolio in Q4 2017, its #29 holding.
  • Welch Investments first reported a position in IBM in Q4 2016 and has held it in 5 quarters since.
  • 1,975 funds tracked by Wall St. Rank held IBM as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.