AXS Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.75M | Sell |
11,332
-1,564
| -12% | -$423K | 1.11% | 19 |
|
|
2025
Q4 | $3.82M | Sell |
12,896
-2
| -0% | -$599 | 1.32% | 16 |
|
|
2025
Q3 | $3.64M | Buy |
12,898
+518
| +4% | +$136K | 1.15% | 19 |
|
|
2025
Q2 | $3.65M | Sell |
12,380
-4,638
| -27% | -$1.19M | 1.5% | 16 |
|
|
2025
Q1 | $4.23M | Sell |
17,018
-1,466
| -8% | -$359K | 1.17% | 16 |
|
|
2024
Q4 | $4.06M | Sell |
18,484
-48
| -0.3% | -$10.7K | 1.13% | 15 |
|
|
2024
Q3 | $4.1M | Sell |
18,532
-4,110
| -18% | -$806K | 1.09% | 14 |
|
|
2024
Q2 | $3.92M | Sell |
22,642
-3,795
| -14% | -$659K | 1.09% | 15 |
|
|
2024
Q1 | $5.05M | Sell |
26,437
-249
| -0.9% | -$45.4K | 1.21% | 14 |
|
|
2023
Q4 | $4.36M | Sell |
26,686
-909
| -3% | -$137K | 1.05% | 15 |
|
|
2023
Q3 | $3.87M | Sell |
27,595
-1,502
| -5% | -$214K | 1% | 16 |
|
|
2023
Q2 | $3.89M | Sell |
29,097
-801
| -3% | -$103K | 1.04% | 16 |
|
|
2023
Q1 | $3.92M | Sell |
29,898
-488
| -2% | -$65.3K | 1.3% | 14 |
|
|
2022
Q4 | $4.28M | Sell |
30,386
-6,216
| -17% | -$857K | 1.53% | 13 |
|
|
2022
Q3 | $4.35M | Sell |
36,602
-1,530
| -4% | -$201K | 1.69% | 12 |
|
|
2022
Q2 | $5.38M | Sell |
38,132
-4,069
| -10% | -$549K | 1.91% | 10 |
|
|
2022
Q1 | $5.49M | Sell |
42,201
-5,858
| -12% | -$764K | 2.19% | 15 |
|
|
2021
Q4 | $6.42M | Buy |
+48,059
| New | +$6.03M | 1.52% | 15 |
|
|
2021
Q3 | – | Sell |
-48,204
| Closed | -$6.75M | – | 156 |
|
|
2021
Q2 | $6.75M | Sell |
48,204
-17,470
| -27% | -$2.39M | 2.06% | 12 |
|
|
2021
Q1 | $8.37M | Buy |
+65,674
| New | +$7.86M | 2.97% | 3 |
|
Other funds holding IBM
VCM
VPM
