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Wilmington Funds Management’s IBM IBM Stock Holding History

Wilmington Funds 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
2014
Q2 		$4.84M Buy
27,928
+6,276
+29% +$1.13M 0.49% 67
2014
Q1 		$3.98M Sell
21,652
-2,061
-9% -$363K 0.43% 79
2013
Q4 		$4.25M Sell
23,713
-2,589
-10% -$446K 0.42% 77
2013
Q3 		$4.66M Sell
26,302
-8,786
-25% -$1.6M 0.45% 62
2013
Q2 		$6.41M Buy
+35,088
New +$6.83M 0.61% 27

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wilmington Funds Management's IBM Position: Q2 2014 in Review

Wilmington Funds Management increased its IBM (IBM) stake by 29% in Q2 2014, buying an estimated $1.13M and bringing the position to 27,928 shares worth $4.84M. The position accounts for 0.49% of the portfolio, ranked #67.

Wilmington Funds Management first reported a position in IBM in Q2 2013 and has held it in 5 quarters since. The position peaked at $6.41M in Q2 2013. 1,727 funds tracked by Wall St. Rank hold IBM as of Q2 2014.

  • Wilmington Funds Management held 27,928 shares of IBM worth $4.84M as of Q2 2014.
  • Wilmington Funds Management bought 6,276 IBM shares in Q2 2014, an estimated $1.13M.
  • IBM made up 0.49% of Wilmington Funds Management's portfolio in Q2 2014, its #67 holding.
  • Wilmington Funds Management first reported a position in IBM in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's IBM position peaked at $6.41M in Q2 2013.
  • 1,727 funds tracked by Wall St. Rank held IBM as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.