Nachman Norwood & Parrott’s IBM IBM Stock Holding History

Nachman Norwood & Parrott’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 Q2	$1.08M	Sell	7,716 -6	-0.1%	-$820	0.11%	126
2021 Q1	$984K	Sell	7,722 -76	-1%	-$9.1K	0.11%	124
2020 Q4	$938K	Buy	7,798 +291	+4%	+$33.6K	0.11%	123
2020 Q3	$873K	Sell	7,507 -63	-0.8%	-$7.42K	0.12%	114
2020 Q2	$874K	Sell	7,570 -10	-0.1%	-$1.16K	0.14%	106
2020 Q1	$804K	Buy	7,580 +263	+4%	+$33.3K	0.16%	96
2019 Q4	$938K	Buy	7,317 +48	+0.7%	+$6.24K	0.15%	106
2019 Q3	$1.01M	Sell	7,269 -509	-7%	-$68.7K	0.18%	95
2019 Q2	$1.02M	Buy	7,778 +565	+8%	+$74.2K	0.18%	94
2019 Q1	$973K	Buy	7,213 +188	+3%	+$24K	0.18%	99
2018 Q4	$763K	Buy	+7,025	New	+$843K	0.16%	105

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

Nachman Norwood & Parrott's IBM Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its IBM (IBM) stake by 0.08% in Q2 2021, selling an estimated $820 and leaving 7,716 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #126.

Nachman Norwood & Parrott first reported a position in IBM in Q4 2018 and has held it in 11 quarters since. 2,216 funds tracked by Wall St. Rank hold IBM as of Q2 2021.

Nachman Norwood & Parrott held 7,716 shares of IBM worth $1.08M as of Q2 2021.
Nachman Norwood & Parrott sold 6 IBM shares in Q2 2021, an estimated $820.
IBM made up 0.11% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #126 holding.
Nachman Norwood & Parrott first reported a position in IBM in Q4 2018 and has held it in 11 quarters since.
2,216 funds tracked by Wall St. Rank held IBM as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.