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Wood Investment Counsel’s IBM IBM Stock Holding History

Wood Investment Counsel’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
Q3 		$700K Buy
3,857
+69
+2% +$12.6K 0.1% 49
2014
Q2 		$656K Sell
3,788
-18
-0.5% -$3.24K 0.1% 51
2014
Q1 		$700K Hold
3,806
– – 0.11% 47
2013
Q4 		$683K Sell
3,806
-105
-3% -$18.1K 0.11% 48
2013
Q3 		$692K Sell
3,911
-199
-5% -$36.2K 0.12% 46
2013
Q2 		$751K Buy
+4,110
New +$800K 0.14% 49

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wood Investment Counsel's IBM Position: Q3 2014 in Review

Wood Investment Counsel increased its IBM (IBM) stake by 1.8% in Q3 2014, buying an estimated $12.6K and bringing the position to 3,857 shares worth $700K. The position accounts for 0.1% of the portfolio, ranked #49.

Wood Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 6 quarters since. The position peaked at $751K in Q2 2013. 1,707 funds tracked by Wall St. Rank hold IBM as of Q3 2014.

  • Wood Investment Counsel held 3,857 shares of IBM worth $700K as of Q3 2014.
  • Wood Investment Counsel bought 69 IBM shares in Q3 2014, an estimated $12.6K.
  • IBM made up 0.1% of Wood Investment Counsel's portfolio in Q3 2014, its #49 holding.
  • Wood Investment Counsel first reported a position in IBM in Q2 2013 and has held it in 6 quarters since.
  • Wood Investment Counsel's IBM position peaked at $751K in Q2 2013.
  • 1,707 funds tracked by Wall St. Rank held IBM as of Q3 2014.

Based on Wood Investment Counsel's 13F filing for Q3 2014, filed 27 Oct 2014.