ACM
Advisors Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.6M | Buy |
334,532
+9,220
| +3% | +$2.72M | 1.35% | 12 |
|
|
2025
Q1 | $80.9M | Sell |
325,312
-46,512
| -13% | -$11.6M | 1.25% | 12 |
|
|
2024
Q4 | $81.7M | Buy |
371,824
+485
| +0.1% | +$107K | 1.29% | 10 |
|
|
2024
Q3 | $82.1M | Buy |
371,339
+8,255
| +2% | +$1.83M | 1.34% | 10 |
|
|
2024
Q2 | $62.8M | Buy |
363,084
+27,636
| +8% | +$4.78M | 1.1% | 18 |
|
|
2024
Q1 | $64.1M | Buy |
335,448
+4,113
| +1% | +$785K | 1.17% | 15 |
|
|
2023
Q4 | $54.2M | Buy |
331,335
+5,290
| +2% | +$865K | 1.1% | 16 |
|
|
2023
Q3 | $45.7M | Buy |
326,045
+8,232
| +3% | +$1.15M | 1.16% | 14 |
|
|
2023
Q2 | $42.5M | Buy |
317,813
+15,157
| +5% | +$2.03M | 1.01% | 22 |
|
|
2023
Q1 | $39.7M | Sell |
302,656
-86,828
| -22% | -$11.4M | 1.03% | 22 |
|
|
2022
Q4 | $54.9M | Sell |
389,484
-83
| -0% | -$11.7K | 1.49% | 10 |
|
|
2022
Q3 | $56.2M | Buy |
389,567
+39,408
| +11% | +$5.68M | 1.5% | 9 |
|
|
2022
Q2 | $49.4M | Buy |
350,159
+17,125
| +5% | +$2.42M | 1.51% | 11 |
|
|
2022
Q1 | $43.3M | Buy |
333,034
+46,114
| +16% | +$6M | 1.18% | 18 |
|
|
2021
Q4 | $38.4M | Sell |
286,920
-1,537
| -0.5% | -$205K | 1.04% | 24 |
|
|
2021
Q3 | $40.1M | Buy |
288,457
+24,272
| +9% | +$3.37M | 1.22% | 18 |
|
|
2021
Q2 | $38.7M | Buy |
264,185
+33,832
| +15% | +$4.96M | 1.23% | 17 |
|
|
2021
Q1 | $30.7M | Buy |
230,353
+56,687
| +33% | +$7.55M | 1.08% | 26 |
|
|
2020
Q4 | $21.9M | Sell |
173,666
-680
| -0.4% | -$85.6K | 0.84% | 37 |
|
|
2020
Q3 | $21.2M | Buy |
174,346
+142,500
| +447% | +$17.3M | 0.99% | 31 |
|
|
2020
Q2 | $3.85M | Buy |
+31,846
| New | +$3.85M | 0.19% | 126 |
|
|
2020
Q1 | – | Sell |
-1,766
| Closed | -$237K | – | 302 |
|
|
2019
Q4 | $237K | Buy |
+1,766
| New | +$237K | 0.01% | 302 |
|
|
2019
Q2 | – | Sell |
-34,926
| Closed | -$5.01M | – | 276 |
|
|
2019
Q1 | $5.01M | Sell |
34,926
-2,536
| -7% | -$363K | 0.31% | 90 |
|
|
2018
Q4 | $4.26M | Sell |
37,462
-119,952
| -76% | -$13.6M | 0.31% | 92 |
|
|
2018
Q3 | $23.8M | Sell |
157,414
-859
| -0.5% | -$130K | 1.56% | 8 |
|
|
2018
Q2 | $22.1M | Buy |
158,273
+3,379
| +2% | +$472K | 1.52% | 8 |
|
|
2018
Q1 | $23.8M | Buy |
154,894
+10,137
| +7% | +$1.56M | 1.8% | 5 |
|
|
2017
Q4 | $22.2M | Buy |
144,757
+2,604
| +2% | +$400K | 1.76% | 9 |
|
|
2017
Q3 | $20.6M | Buy |
142,153
+4,858
| +4% | +$705K | 1.67% | 9 |
|
|
2017
Q2 | $21.1M | Buy |
137,295
+8,367
| +6% | +$1.29M | 1.73% | 10 |
|
|
2017
Q1 | $22.5M | Buy |
128,928
+1,890
| +1% | +$329K | 1.94% | 7 |
|
|
2016
Q4 | $21.1M | Buy |
127,038
+10,288
| +9% | +$1.71M | 2.02% | 4 |
|
|
2016
Q3 | $18.5M | Buy |
116,750
+2,975
| +3% | +$473K | 1.81% | 9 |
|
|
2016
Q2 | $17.3M | Buy |
113,775
+12,005
| +12% | +$1.82M | 1.77% | 12 |
|
|
2016
Q1 | $15.4M | Buy |
+101,770
| New | +$15.4M | 1.56% | 15 |
|
|
2015
Q1 | – | Sell |
-4,837
| Closed | -$776K | – | 161 |
|
|
2014
Q4 | $776K | Sell |
4,837
-22,732
| -82% | -$3.65M | 0.09% | 138 |
|
|
2014
Q3 | $5.23M | Buy |
27,569
+2,813
| +11% | +$534K | 0.67% | 54 |
|
|
2014
Q2 | $4.49M | Buy |
24,756
+4,709
| +23% | +$854K | 0.61% | 63 |
|
|
2014
Q1 | $3.86M | Buy |
20,047
+4,870
| +32% | +$937K | 0.59% | 63 |
|
|
2013
Q4 | $2.85M | Sell |
15,177
-1,434
| -9% | -$269K | 0.48% | 77 |
|
|
2013
Q3 | $3.08M | Buy |
16,611
+2,550
| +18% | +$472K | 0.63% | 54 |
|
|
2013
Q2 | $2.69M | Buy |
+14,061
| New | +$2.69M | 0.6% | 51 |
|