Credential Securities’s IBM IBM Stock Holding History

Credential 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
2017 Q3	–	Sell	-4,838	Closed	-$713K	–	272
2017 Q2	$713K	Buy	4,838 +381	+9%	+$57.4K	0.22%	96
2017 Q1	$742K	Buy	4,457 +30	+0.7%	+$5.03K	0.26%	86
2016 Q4	$702K	Buy	4,427 +155	+4%	+$23.6K	0.28%	89
2016 Q3	$649K	Buy	4,272 +148	+4%	+$22.5K	0.29%	98
2016 Q2	$599K	Buy	4,124 +160	+4%	+$22.9K	0.31%	95
2016 Q1	$574K	Buy	3,964 +185	+5%	+$23.6K	0.33%	93
2015 Q4	$497K	Buy	3,779 +125	+3%	+$16.8K	0.33%	98
2015 Q3	$506K	Buy	3,654 +273	+8%	+$40.3K	0.35%	86
2015 Q2	$526K	Buy	3,381 +394	+13%	+$63.3K	0.33%	93
2015 Q1	$458K	Buy	2,987 +288	+11%	+$43.7K	0.3%	98
2014 Q4	$414K	Buy	2,699 +334	+14%	+$53.1K	0.27%	98
2014 Q3	$429K	Buy	2,365 +153	+7%	+$27.9K	0.29%	98
2014 Q2	$383K	Buy	2,212 +151	+7%	+$27.2K	0.25%	105
2014 Q1	$380K	Buy	+2,061	New	+$363K	0.28%	97

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Credential Securities's IBM Position: Q3 2017 in Review

Credential Securities sold out of IBM (IBM) in Q3 2017, closing a stake of 4,838 shares — an estimated $713K sold.

Credential Securities first reported a position in IBM in Q1 2014 and held it in 14 quarters. The position peaked at $742K in Q1 2017. 1,758 funds tracked by Wall St. Rank hold IBM as of Q3 2017.

Credential Securities reported no remaining IBM position as of Q3 2017 after selling out during the quarter.
Credential Securities sold 4,838 IBM shares in Q3 2017, an estimated $713K.
Credential Securities first reported a position in IBM in Q1 2014 and held it in 14 quarters.
Credential Securities's IBM position peaked at $742K in Q1 2017.
1,758 funds tracked by Wall St. Rank held IBM as of Q3 2017.

Based on Credential Securities's 13F filing for Q3 2017, filed 21 Jul 2025.