Mercer Capital Advisers’s IBM IBM Stock Holding History

Mercer Capital Advisers’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	$197K	Hold	1,481	–	–	0.11%	95
2021 Q2	$208K	Hold	1,481	–	–	0.1%	98
2021 Q1	$189K	Hold	1,481	–	–	0.1%	101
2020 Q4	$178K	Hold	1,481	–	–	0.1%	101
2020 Q3	$172K	Hold	1,481	–	–	0.11%	92
2020 Q2	$171K	Hold	1,481	–	–	0.11%	91
2020 Q1	$157K	Buy	1,481 +52	+4%	+$6.58K	0.12%	86
2019 Q4	$183K	Hold	1,429	–	–	0.11%	98
2019 Q3	$199K	Hold	1,429	–	–	0.13%	95
2019 Q2	$188K	Hold	1,429	–	–	0.12%	95
2019 Q1	$193K	Hold	1,429	–	–	0.13%	91
2018 Q4	$155K	Sell	1,429 -6,061	-81%	-$727K	0.11%	97
2018 Q3	$1.08M	Sell	7,490 -288	-4%	-$40.2K	0.72%	31
2018 Q2	$1.04M	Sell	7,778 -79	-1%	-$11K	0.75%	30
2018 Q1	$1.15M	Hold	7,857	–	–	0.85%	27
2017 Q4	$1.15M	Sell	7,857 -1,014	-11%	-$147K	0.83%	26
2017 Q3	$1.23M	Sell	8,871 -37	-0.4%	-$5.16K	0.91%	24
2017 Q2	$1.31M	Sell	8,908 -157	-2%	-$23.7K	0.98%	23
2017 Q1	$1.51M	Sell	9,065 -94	-1%	-$15.8K	1.16%	22
2016 Q4	$1.45M	Hold	9,159	–	–	1.16%	21
2016 Q3	$1.39M	Hold	9,159	–	–	1.12%	21
2016 Q2	$1.33M	Sell	9,159 -73	-0.8%	-$10.4K	1.09%	21
2016 Q1	$1.34M	Hold	9,232	–	–	1.14%	21
2015 Q4	$1.22M	Sell	9,232 -910	-9%	-$122K	1.07%	21
2015 Q3	$1.41M	Buy	10,142 +2,767	+38%	+$409K	1.3%	18
2015 Q2	$1.15M	Hold	7,375	–	–	1.03%	21
2015 Q1	$1.13M	Buy	7,375 +104	+1%	+$15.8K	1.02%	21
2014 Q4	$1.11M	Buy	+7,271	New	+$1.16M	0.98%	22

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 America Charlotte, North Carolina $1.37T AUM 24.88% 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

Mercer Capital Advisers's IBM Position: Q3 2021 in Review

Mercer Capital Advisers held its IBM (IBM) position steady in Q3 2021 at 1,481 shares worth $197K. The position accounts for 0.11% of the portfolio, ranked #95.

Mercer Capital Advisers first reported a position in IBM in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.51M in Q1 2017. 2,162 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

Mercer Capital Advisers held 1,481 shares of IBM worth $197K as of Q3 2021.
Mercer Capital Advisers left its IBM share count unchanged in Q3 2021.
IBM made up 0.11% of Mercer Capital Advisers's portfolio in Q3 2021, its #95 holding.
Mercer Capital Advisers first reported a position in IBM in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's IBM position peaked at $1.51M in Q1 2017.
2,162 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.