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Wheatland Advisors’s IBM IBM Stock Holding History

Wheatland Advisors’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
2020
Q1 		– Sell
-4,289
Closed -$550K – 60
2019
Q4 		$550K Sell
4,289
-1,506
-26% -$196K 0.7% 51
2019
Q3 		$806K Sell
5,795
-52
-0.9% -$7.01K 0.73% 48
2019
Q2 		$771K Sell
5,847
-105
-2% -$13.8K 0.58% 56
2019
Q1 		$803K Sell
5,952
-261
-4% -$33.3K 0.61% 55
2018
Q4 		$675K Hold
6,213
– – 0.59% 56
2018
Q3 		$898K Hold
6,213
– – 0.67% 53
2018
Q2 		$830K Hold
6,213
– – 0.67% 53
2018
Q1 		$911K Hold
6,213
– – 0.75% 47
2017
Q4 		$911K Hold
6,213
– – 0.74% 49
2017
Q3 		$862K Sell
6,213
-105
-2% -$14.6K 0.74% 47
2017
Q2 		$929K Hold
6,318
– – 0.84% 44
2017
Q1 		$1.05M Sell
6,318
-654
-9% -$110K 0.94% 40
2016
Q4 		$1.11M Sell
6,972
-340
-5% -$51.8K 0.98% 36
2016
Q3 		$1.11M Hold
7,312
– – 1.04% 34
2016
Q2 		$1.06M Sell
7,312
-418
-5% -$59.8K 1.02% 36
2016
Q1 		$1.12M Buy
7,730
+209
+3% +$26.7K 1.14% 34
2015
Q4 		$989K Hold
7,521
– – 1.01% 37
2015
Q3 		$1.04M Hold
7,521
– – 1.13% 37
2015
Q2 		$1.17M Buy
7,521
+732
+11% +$118K 1.12% 35
2015
Q1 		$1.04M Hold
6,789
– – 1.04% 38
2014
Q4 		$1.04M Hold
6,789
– – 1.01% 40
2014
Q3 		$1.23M Buy
6,789
+105
+2% +$19.1K 1.23% 33
2014
Q2 		$2.06M Sell
6,684
-131
-2% -$23.6K 1.88% 21
2014
Q1 		$1.25M Buy
6,815
+183
+3% +$32.2K 1.28% 29
2013
Q4 		$1.19M Buy
+6,632
New +$1.14M 1.25% 32

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wheatland Advisors's IBM Position: Q1 2020 in Review

Wheatland Advisors sold out of IBM (IBM) in Q1 2020, closing a stake of 4,289 shares — an estimated $550K sold.

Wheatland Advisors first reported a position in IBM in Q4 2013 and held it in 25 quarters. The position peaked at $2.06M in Q2 2014. 1,973 funds tracked by Wall St. Rank hold IBM as of Q1 2020.

  • Wheatland Advisors reported no remaining IBM position as of Q1 2020 after selling out during the quarter.
  • Wheatland Advisors sold 4,289 IBM shares in Q1 2020, an estimated $550K.
  • Wheatland Advisors first reported a position in IBM in Q4 2013 and held it in 25 quarters.
  • Wheatland Advisors's IBM position peaked at $2.06M in Q2 2014.
  • 1,973 funds tracked by Wall St. Rank held IBM as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.