Bessemer Securities’s IBM IBM Stock Holding History

Bessemer Securities’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 Q1	–	Sell	-2,714	Closed	-$327K	–	128
2020 Q4	$327K	Sell	2,714 -3,452	-56%	-$399K	0.14%	76
2020 Q3	$717K	Sell	6,166 -100	-2%	-$11.8K	0.33%	33
2020 Q2	$723K	Hold	6,266	–	–	0.37%	33
2020 Q1	$664K	Hold	6,266	–	–	0.33%	49
2019 Q4	$803K	Sell	6,266 -115	-2%	-$14.9K	0.31%	56
2019 Q3	$887K	Hold	6,381	–	–	0.37%	48
2019 Q2	$841K	Hold	6,381	–	–	0.35%	57
2019 Q1	$861K	Hold	6,381	–	–	0.29%	51
2018 Q4	$693K	Buy	+6,381	New	+$766K	0.26%	60
2015 Q4	–	Sell	-11,378	Closed	-$1.58M	–	29
2015 Q3	$1.58M	Hold	11,378	–	–	0.61%	47
2015 Q2	$1.77M	Buy	+11,378	New	+$1.83M	0.62%	51
2014 Q1	–	Sell	-14,121	Closed	-$2.53M	–	17
2013 Q4	$2.53M	Buy	+14,121	New	+$2.44M	1.51%	3

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Securities's IBM Position: Q1 2021 in Review

Bessemer Securities sold out of IBM (IBM) in Q1 2021, closing a stake of 2,714 shares — an estimated $327K sold.

Bessemer Securities first reported a position in IBM in Q4 2013 and held it in 12 quarters. The position peaked at $2.53M in Q4 2013. 2,151 funds tracked by Wall St. Rank hold IBM as of Q1 2021.

Bessemer Securities reported no remaining IBM position as of Q1 2021 after selling out during the quarter.
Bessemer Securities sold 2,714 IBM shares in Q1 2021, an estimated $327K.
Bessemer Securities first reported a position in IBM in Q4 2013 and held it in 12 quarters.
Bessemer Securities's IBM position peaked at $2.53M in Q4 2013.
2,151 funds tracked by Wall St. Rank held IBM as of Q1 2021.

Based on Bessemer Securities's 13F filing for Q1 2021, filed 13 May 2021.