MAFM
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Mid Atlantic Financial Management’s IBM IBM Stock Holding History

Mid Atlantic Financial Management’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 		$2.21M Sell
16,642
-1,053
-6% -$141K 0.15% 135
2021
Q2 		$2.48M Buy
17,695
+200
+1% +$27.3K 0.17% 126
2021
Q1 		$2.23M Buy
17,495
+686
+4% +$82.1K 0.16% 129
2020
Q4 		$2.02M Buy
16,809
+5,599
+50% +$647K 0.16% 134
2020
Q3 		$1.24M Sell
11,210
-2,551
-19% -$300K 0.11% 170
2020
Q2 		$1.59M Sell
13,761
-1,523
-10% -$177K 0.15% 127
2020
Q1 		$1.62M Buy
15,284
+382
+3% +$48.3K 0.19% 109
2019
Q4 		$1.91M Buy
14,902
+3,026
+25% +$393K 0.18% 121
2019
Q3 		$1.65M Buy
11,876
+551
+5% +$74.3K 0.18% 111
2019
Q2 		$1.49M Sell
11,325
-404
-3% -$53.1K 0.16% 126
2019
Q1 		$1.58M Buy
11,729
+799
+7% +$102K 0.17% 114
2018
Q4 		$1.19M Buy
+10,930
New +$1.31M 0.15% 130

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

Mid Atlantic Financial Management's IBM Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its IBM (IBM) stake by 6% in Q3 2021, selling an estimated $141K and leaving 16,642 shares worth $2.21M. The position accounts for 0.15% of the portfolio, ranked #135.

Mid Atlantic Financial Management first reported a position in IBM in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.48M in Q2 2021. 2,163 funds tracked by Wall St. Rank hold IBM as of Q3 2021.

  • Mid Atlantic Financial Management held 16,642 shares of IBM worth $2.21M as of Q3 2021.
  • Mid Atlantic Financial Management sold 1,053 IBM shares in Q3 2021, an estimated $141K.
  • IBM made up 0.15% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #135 holding.
  • Mid Atlantic Financial Management first reported a position in IBM in Q4 2018 and has held it in 12 quarters since.
  • Mid Atlantic Financial Management's IBM position peaked at $2.48M in Q2 2021.
  • 2,163 funds tracked by Wall St. Rank held IBM as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.