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Wilmington Trust National Association’s IBM IBM Stock Holding History

Wilmington Trust National Association’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 		$13.9M Buy
80,066
+560
+0.7% +$101K 0.48% 58
2014
Q1 		$14.6M Sell
79,506
-7,054
-8% -$1.24M 0.54% 50
2013
Q4 		$15.5M Buy
86,560
+4,784
+6% +$825K 0.57% 41
2013
Q3 		$14.5M Sell
81,776
-1,108
-1% -$201K 0.58% 41
2013
Q2 		$15.1M Buy
+82,884
New +$16.1M 0.66% 37

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 Trust National Association's IBM Position: Q2 2014 in Review

Wilmington Trust National Association increased its IBM (IBM) stake by 0.7% in Q2 2014, buying an estimated $101K and bringing the position to 80,066 shares worth $13.9M. The position accounts for 0.48% of the portfolio, ranked #58.

Wilmington Trust National Association first reported a position in IBM in Q2 2013 and has held it in 5 quarters since. The position peaked at $15.5M in Q4 2013. 1,726 funds tracked by Wall St. Rank hold IBM as of Q2 2014.

  • Wilmington Trust National Association held 80,066 shares of IBM worth $13.9M as of Q2 2014.
  • Wilmington Trust National Association bought 560 IBM shares in Q2 2014, an estimated $101K.
  • IBM made up 0.48% of Wilmington Trust National Association's portfolio in Q2 2014, its #58 holding.
  • Wilmington Trust National Association first reported a position in IBM in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust National Association's IBM position peaked at $15.5M in Q4 2013.
  • 1,726 funds tracked by Wall St. Rank held IBM as of Q2 2014.

Based on Wilmington Trust National Association's 13F filing for Q2 2014, filed 13 Aug 2014.