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Bel Air Investment Advisors’s IBM IBM Stock Holding History

Bel Air Investment 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
2021
Q2 		$294K Sell
2,098
-125
-6% -$17.1K 0.01% 323
2021
Q1 		$283K Buy
+2,223
New +$266K 0.01% 339
2013
Q3 		$2M Hold
11,281
– – 0.28% 40
2013
Q2 		$2.06M Buy
+11,281
New +$2.2M 0.3% 37

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bel Air Investment Advisors's IBM Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its IBM (IBM) stake by 5.6% in Q2 2021, selling an estimated $17.1K and leaving 2,098 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #323.

Bel Air Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.06M in Q2 2013. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

  • Bel Air Investment Advisors held 2,098 shares of IBM worth $294K as of Q2 2021.
  • Bel Air Investment Advisors sold 125 IBM shares in Q2 2021, an estimated $17.1K.
  • IBM made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #323 holding.
  • Bel Air Investment Advisors first reported a position in IBM in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's IBM position peaked at $2.06M in Q2 2013.
  • 2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.