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Secrest Blakey & Associates’s IBM IBM Stock Holding History

Secrest Blakey & Associates’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
2020
Q3 		$305K Hold
2,625
– – 0.7% 44
2020
Q2 		$303K Buy
2,625
+10
+0.4% +$1.16K 0.73% 44
2020
Q1 		$277K Hold
2,615
– – 0.75% 39
2019
Q4 		$335K Hold
2,615
– – 0.74% 46
2019
Q3 		$364K Hold
2,615
– – 0.3% 76
2019
Q2 		$345K Hold
2,615
– – 0.3% 74
2019
Q1 		$353K Hold
2,615
– – 0.34% 70
2018
Q4 		$284K Hold
2,615
– – 0.24% 78
2018
Q3 		$378K Hold
2,615
– – 0.29% 72
2018
Q2 		$349K Hold
2,615
– – 0.27% 81
2018
Q1 		$384K Sell
2,615
-31
-1% -$4.69K 0.33% 75
2017
Q4 		$388K Buy
+2,646
New +$385K 0.31% 73

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Secrest Blakey & Associates's IBM Position: Q3 2020 in Review

Secrest Blakey & Associates held its IBM (IBM) position steady in Q3 2020 at 2,625 shares worth $305K. The position accounts for 0.7% of the portfolio, ranked #44.

Secrest Blakey & Associates first reported a position in IBM in Q4 2017 and has held it in 12 quarters since. The position peaked at $388K in Q4 2017. 1,992 funds tracked by Wall St. Rank hold IBM as of Q3 2020.

  • Secrest Blakey & Associates held 2,625 shares of IBM worth $305K as of Q3 2020.
  • Secrest Blakey & Associates left its IBM share count unchanged in Q3 2020.
  • IBM made up 0.7% of Secrest Blakey & Associates's portfolio in Q3 2020, its #44 holding.
  • Secrest Blakey & Associates first reported a position in IBM in Q4 2017 and has held it in 12 quarters since.
  • Secrest Blakey & Associates's IBM position peaked at $388K in Q4 2017.
  • 1,992 funds tracked by Wall St. Rank held IBM as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.