SEC 13F Intelligence

Willingdon Wealth Management / IBM

Willingdon Wealth Management’s International Business Machs Position

Does Willingdon Wealth Management own International Business Machs (IBM)? Yes — 35.8K shares worth $4M (+1.00% of its 13F portfolio) as of Q1 2020, down from 37.3K shares the prior filed quarter.

Position Value
$4M
Q1 2020
Shares
35.8K
% of Portfolio
+1.00%
Quarters Held
6
currently held

Position History IBM

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ1 ’19Q2 ’19: $5MQ2 ’19Q3 ’19: $5MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $4MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202035.8K$4M+1.00%
Q4 201937.3K$5M+1.03%
Q3 201937.5K$5M+1.20%
Q2 201937.3K$5M+1.19%
Q1 201937.3K$5M+1.29%
Q4 201836.6K$4M+1.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Willingdon Wealth Management’s full portfolio or all institutional holders of IBM.