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Weld Capital Management’s IBM IBM Stock Holding History

Weld Capital 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
2021
Q2 		– Sell
-4,398
Closed -$560K – 301
2021
Q1 		$560K Buy
4,398
+2,637
+150% +$316K 0.24% 162
2020
Q4 		$212K Buy
+1,761
New +$204K 0.08% 383
2019
Q3 		– Sell
-7,562
Closed -$997K – 872
2019
Q2 		$997K Buy
+7,562
New +$993K 0.18% 176

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Weld Capital Management's IBM Position: Q2 2021 in Review

Weld Capital Management sold out of IBM (IBM) in Q2 2021, closing a stake of 4,398 shares — an estimated $560K sold.

Weld Capital Management first reported a position in IBM in Q2 2019 and held it in 3 quarters. The position peaked at $997K in Q2 2019. 2,217 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

  • Weld Capital Management reported no remaining IBM position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 4,398 IBM shares in Q2 2021, an estimated $560K.
  • Weld Capital Management first reported a position in IBM in Q2 2019 and held it in 3 quarters.
  • Weld Capital Management's IBM position peaked at $997K in Q2 2019.
  • 2,217 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.