Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.65M Sell
10,929
-1,470
-12% -$398K 0.01% 190
2025
Q4
$3.67M Buy
12,399
+1,635
+15% +$490K 0.02% 187
2025
Q3
$3.04M Sell
10,764
-587
-5% -$154K 0.02% 189
2025
Q2
$3.35M Buy
11,351
+771
+7% +$199K 0.02% 186
2025
Q1
$2.63M Sell
10,580
-550
-5% -$135K 0.01% 198
2024
Q4
$2.45M Sell
11,130
-113
-1% -$25.2K 0.01% 196
2024
Q3
$2.49M Buy
11,243
+2,345
+26% +$460K 0.01% 200
2024
Q2
$1.54M Buy
8,898
+498
+6% +$86.5K 0.01% 223
2024
Q1
$1.6M Buy
8,400
+116
+1% +$21.2K 0.01% 224
2023
Q4
$1.35M Sell
8,284
-573
-6% -$86.6K 0.01% 229
2023
Q3
$1.24M Buy
8,857
+43
+0.5% +$6.12K 0.01% 227
2023
Q2
$1.18M Buy
8,814
+1,498
+20% +$193K 0.01% 236
2023
Q1
$959K Sell
7,316
-1,558
-18% -$208K 0.01% 242
2022
Q4
$1.25M Buy
8,874
+1,890
+27% +$261K 0.01% 230
2022
Q3
$830K Buy
6,984
+31
+0.4% +$4.07K 0.01% 245
2022
Q2
$982K Buy
6,953
+136
+2% +$18.4K 0.01% 247
2022
Q1
$886K Buy
6,817
+700
+11% +$91.3K 0.01% 255
2021
Q4
$818K Sell
6,117
-2,598
-30% -$326K ﹤0.01% 263
2021
Q3
$1.16M Buy
8,715
+5
+0.1% +$668 0.01% 254
2021
Q2
$1.22M Sell
8,710
-450
-5% -$61.5K 0.01% 254
2021
Q1
$1.17M Sell
9,160
-366
-4% -$43.8K 0.01% 256
2020
Q4
$1.15M Sell
9,526
-93
-1% -$10.7K 0.01% 257
2020
Q3
$1.12M Sell
9,619
-1,038
-10% -$122K 0.01% 255
2020
Q2
$1.23M Sell
10,657
-3,948
-27% -$459K 0.01% 249
2020
Q1
$1.55M Buy
14,605
+2,595
+22% +$328K 0.01% 225
2019
Q4
$1.54M Buy
12,010
+603
+5% +$78.4K 0.01% 253
2019
Q3
$1.59M Buy
11,407
+889
+8% +$120K 0.01% 244
2019
Q2
$1.39M Sell
10,518
-1,744
-14% -$229K 0.01% 254
2019
Q1
$1.65M Sell
12,262
-523
-4% -$66.7K 0.02% 231
2018
Q4
$1.39M Sell
12,785
-2,045
-14% -$245K 0.01% 226
2018
Q3
$2.14M Sell
14,830
-841
-5% -$118K 0.03% 200
2018
Q2
$2.09M Sell
15,671
-705
-4% -$98.3K 0.02% 212
2018
Q1
$2.4M Buy
16,376
+46
+0.3% +$6.96K 0.03% 189
2017
Q4
$2.4M Sell
16,330
-201
-1% -$29.2K 0.02% 190
2017
Q3
$2.29M Sell
16,531
-411
-2% -$57.3K 0.03% 185
2017
Q2
$2.49M Sell
16,942
-1,353
-7% -$204K 0.03% 166
2017
Q1
$3.05M Sell
18,295
-318
-2% -$53.3K 0.04% 146
2016
Q4
$2.95M Sell
18,613
-447
-2% -$68.1K 0.04% 142
2016
Q3
$2.9M Sell
19,060
-635
-3% -$96.4K 0.04% 137
2016
Q2
$2.86M Sell
19,695
-341
-2% -$48.8K 0.04% 139
2016
Q1
$2.9M Sell
20,036
-10,199
-34% -$1.3M 0.04% 140
2015
Q4
$3.98M Sell
30,235
-8,164
-21% -$1.1M 0.05% 125
2015
Q3
$5.32M Sell
38,399
-2,746
-7% -$405K 0.08% 115
2015
Q2
$6.4M Sell
41,145
-7,700
-16% -$1.24M 0.09% 111
2015
Q1
$7.5M Sell
48,845
-35,226
-42% -$5.34M 0.1% 106
2014
Q4
$12.9M Sell
84,071
-33,349
-28% -$5.31M 0.18% 89
2014
Q3
$21.3M Sell
117,420
-46,935
-29% -$8.55M 0.32% 79
2014
Q2
$28.5M Sell
164,355
-22,393
-12% -$4.03M 0.43% 63
2014
Q1
$34.4M Sell
186,748
-32,471
-15% -$5.72M 0.55% 60
2013
Q4
$39.3M Sell
219,219
-189,328
-46% -$32.6M 0.64% 56
2013
Q3
$72.3M Sell
408,547
-8,633
-2% -$1.57M 1.3% 22
2013
Q2
$76.2M Buy
+417,180
New +$81.2M 1.44% 21

Other funds holding IBM