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Wharton Business Group’s IBM IBM Stock Holding History

Wharton Business Group’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
2019
Q4 		– Sell
-1,508
Closed -$210K – 121
2019
Q3 		$210K Buy
+1,508
New +$203K 0.02% 95
2019
Q2 		– Sell
-1,730
Closed -$233K – 103
2019
Q1 		$233K Buy
+1,730
New +$221K 0.02% 92
2018
Q4 		– Sell
-1,757
Closed -$254K – 100
2018
Q3 		$254K Sell
1,757
-15
-0.8% -$2.1K 0.03% 94
2018
Q2 		$236K Sell
1,772
-16
-0.9% -$2.23K 0.02% 95
2018
Q1 		$262K Sell
1,788
-6
-0.3% -$908 0.03% 91
2017
Q4 		$263K Hold
1,794
– – 0.03% 95
2017
Q3 		$249K Sell
1,794
-533
-23% -$74.3K 0.03% 98
2017
Q2 		$342K Sell
2,327
-501
-18% -$75.5K 0.04% 89
2017
Q1 		$471K Hold
2,828
– – 0.05% 84
2016
Q4 		$449K Hold
2,828
– – 0.05% 85
2016
Q3 		$430K Sell
2,828
-1,697
-38% -$258K 0.05% 94
2016
Q2 		$657K Buy
4,525
+49
+1% +$7.01K 0.08% 87
2016
Q1 		$648K Sell
4,476
-49,931
-92% -$6.38M 0.07% 90
2015
Q4 		$7.16M Sell
54,407
-3,482
-6% -$468K 0.71% 41
2015
Q3 		$8.02M Sell
57,889
-206
-0.4% -$30.4K 0.79% 41
2015
Q2 		$9.03K Sell
58,095
-418
-0.7% -$67.2K 0.6% 41
2015
Q1 		$8.98M Sell
58,513
-8,661
-13% -$1.31M 0.74% 43
2014
Q4 		$10.3M Buy
67,174
+3,753
+6% +$597K 0.85% 39
2014
Q3 		$11.5M Sell
63,421
-152
-0.2% -$27.7K 1.02% 34
2014
Q2 		$11M Sell
63,573
-73
-0.1% -$13.1K 1.22% 28
2014
Q1 		$11.7M Sell
63,646
-146
-0.2% -$25.7K 0.94% 33
2013
Q4 		$11.4M Sell
63,792
-1,226
-2% -$211K 0.96% 34
2013
Q3 		$11.5M Sell
65,018
-3,229
-5% -$587K 0.97% 30
2013
Q2 		$12.5M Buy
+68,247
New +$13.3M 1.09% 29

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wharton Business Group's IBM Position: Q4 2019 in Review

Wharton Business Group sold out of IBM (IBM) in Q4 2019, closing a stake of 1,508 shares — an estimated $210K sold.

Wharton Business Group first reported a position in IBM in Q2 2013 and held it in 24 quarters. The position peaked at $12.5M in Q2 2013. 2,075 funds tracked by Wall St. Rank hold IBM as of Q4 2019.

  • Wharton Business Group reported no remaining IBM position as of Q4 2019 after selling out during the quarter.
  • Wharton Business Group sold 1,508 IBM shares in Q4 2019, an estimated $210K.
  • Wharton Business Group first reported a position in IBM in Q2 2013 and held it in 24 quarters.
  • Wharton Business Group's IBM position peaked at $12.5M in Q2 2013.
  • 2,075 funds tracked by Wall St. Rank held IBM as of Q4 2019.

Based on Wharton Business Group's 13F filing for Q4 2019, filed 4 Feb 2020.