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Berman Capital Advisors’s IBM IBM Stock Holding History

Berman Capital 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
Q3 		$336K Buy
2,541
+1,148
+82% +$153K 0.05% 178
2021
Q2 		$194K Buy
1,393
+496
+55% +$67.8K 0.03% 242
2021
Q1 		$113K Buy
897
+651
+265% +$77.9K 0.02% 277
2020
Q4 		$29K Sell
246
-627
-72% -$72.5K 0.01% 564
2020
Q3 		$100K Sell
873
-373
-30% -$43.9K 0.03% 227
2020
Q2 		$143K Sell
1,246
-180
-13% -$20.9K 0.04% 179
2020
Q1 		$150K Sell
1,426
-391
-22% -$49.4K 0.05% 147
2019
Q4 		$232K Buy
1,817
+335
+23% +$43.5K 0.07% 122
2019
Q3 		$206K Sell
1,482
-44
-3% -$5.93K 0.06% 125
2019
Q2 		$200K Buy
1,526
+279
+22% +$36.7K 0.06% 128
2019
Q1 		$168K Buy
1,247
+626
+101% +$79.8K 0.06% 140
2018
Q4 		$66K Buy
+621
New +$74.5K 0.03% 225

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Berman Capital Advisors's IBM Position: Q3 2021 in Review

Berman Capital Advisors increased its IBM (IBM) stake by 82% in Q3 2021, buying an estimated $153K and bringing the position to 2,541 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #178.

Berman Capital Advisors first reported a position in IBM in Q4 2018 and has held it in 12 quarters since. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Berman Capital Advisors held 2,541 shares of IBM worth $336K as of Q3 2021.
  • Berman Capital Advisors bought 1,148 IBM shares in Q3 2021, an estimated $153K.
  • IBM made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #178 holding.
  • Berman Capital Advisors first reported a position in IBM in Q4 2018 and has held it in 12 quarters since.
  • 2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.