Barry Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-999
| Closed | -$294K | – | 110 |
|
|
2025
Q2 | $294K | Buy |
+999
| New | +$257K | 0.07% | 82 |
|
|
2024
Q1 | – | Sell |
-34,587
| Closed | -$5.66M | – | 121 |
|
|
2023
Q4 | $5.66M | Sell |
34,587
-716
| -2% | -$108K | 1.91% | 18 |
|
|
2023
Q3 | $4.95M | Buy |
35,303
+1,097
| +3% | +$156K | 1.78% | 21 |
|
|
2023
Q2 | $4.58M | Sell |
34,206
-1,829
| -5% | -$236K | 1.55% | 25 |
|
|
2023
Q1 | $4.72M | Sell |
36,035
-1,449
| -4% | -$194K | 1.55% | 25 |
|
|
2022
Q4 | $5.28M | Sell |
37,484
-1,242
| -3% | -$171K | 1.67% | 27 |
|
|
2022
Q3 | $4.6M | Sell |
38,726
-1,100
| -3% | -$144K | 1.58% | 24 |
|
|
2022
Q2 | $5.62M | Buy |
39,826
+198
| +0.5% | +$26.7K | 1.69% | 24 |
|
|
2022
Q1 | $5.15M | Sell |
39,628
-2,111
| -5% | -$275K | 1.37% | 25 |
|
|
2021
Q4 | $5.58M | Sell |
41,739
-3,968
| -9% | -$498K | 1.47% | 26 |
|
|
2021
Q3 | $6.07M | Sell |
45,707
-257
| -0.6% | -$34.4K | 1.68% | 24 |
|
|
2021
Q2 | $6.44M | Sell |
45,964
-1,098
| -2% | -$150K | 1.72% | 24 |
|
|
2021
Q1 | $6M | Buy |
47,062
+3,633
| +8% | +$435K | 1.65% | 25 |
|
|
2020
Q4 | $5.23M | Sell |
43,429
-7,716
| -15% | -$892K | 1.54% | 24 |
|
|
2020
Q3 | $5.95M | Sell |
51,145
-2,130
| -4% | -$251K | 2.04% | 21 |
|
|
2020
Q2 | $6.15M | Sell |
53,275
-188
| -0.4% | -$21.8K | 2.18% | 20 |
|
|
2020
Q1 | $5.67M | Buy |
53,463
+909
| +2% | +$115K | 2.81% | 16 |
|
|
2019
Q4 | $6.86M | Buy |
52,554
+696
| +1% | +$90.5K | 2.41% | 19 |
|
|
2019
Q3 | $7.21M | Buy |
51,858
+216
| +0.4% | +$29.1K | 2.6% | 16 |
|
|
2019
Q2 | $6.81M | Sell |
51,642
-845
| -2% | -$111K | 2.33% | 19 |
|
|
2019
Q1 | $7.08M | Buy |
52,487
+404
| +0.8% | +$51.5K | 2.22% | 21 |
|
|
2018
Q4 | $5.66M | Sell |
52,083
-2,328
| -4% | -$279K | 2.12% | 21 |
|
|
2018
Q3 | $7.87M | Buy |
54,411
+50,097
| +1,161% | +$7M | 2.65% | 17 |
|
|
2018
Q2 | $576K | Buy |
4,314
+506
| +13% | +$70.6K | 0.22% | 41 |
|
|
2018
Q1 | $559K | Buy |
3,808
+299
| +9% | +$45.2K | 0.21% | 46 |
|
|
2017
Q4 | $515K | Buy |
3,509
+61
| +2% | +$8.87K | 0.19% | 46 |
|
|
2017
Q3 | $478K | Buy |
3,448
+28
| +0.8% | +$3.9K | 0.18% | 50 |
|
|
2017
Q2 | $503K | Buy |
3,420
+93
| +3% | +$14K | 0.19% | 49 |
|
|
2017
Q1 | $554K | Buy |
3,327
+258
| +8% | +$43.3K | 0.21% | 44 |
|
|
2016
Q4 | $487K | Buy |
3,069
+28
| +0.9% | +$4.26K | 0.17% | 49 |
|
|
2016
Q3 | $462K | Buy |
3,041
+349
| +13% | +$53K | 0.16% | 51 |
|
|
2016
Q2 | $391K | Buy |
2,692
+285
| +12% | +$40.8K | 0.15% | 51 |
|
|
2016
Q1 | $348K | Buy |
+2,407
| New | +$307K | 0.11% | 60 |
|
|
2015
Q4 | – | Sell |
-1,479
| Closed | -$205K | – | 72 |
|
|
2015
Q3 | $205K | Sell |
1,479
-115
| -7% | -$17K | 0.07% | 69 |
|
|
2015
Q2 | $248K | Buy |
1,594
+10
| +0.6% | +$1.61K | 0.25% | 38 |
|
|
2015
Q1 | $243K | Buy |
1,584
+7
| +0.4% | +$1.06K | 0.07% | 70 |
|
|
2014
Q4 | $242K | Buy |
+1,577
| New | +$251K | 0.08% | 71 |
|
Other funds holding IBM
Barry Investment Advisors's IBM Position: Q3 2025 in Review
Barry Investment Advisors sold out of IBM (IBM) in Q3 2025, closing a stake of 999 shares — an estimated $294K sold.
Barry Investment Advisors first reported a position in IBM in Q4 2014 and held it in 37 quarters. The position peaked at $7.87M in Q3 2018. 3,414 funds tracked by Wall St. Rank hold IBM as of Q3 2025.
- Barry Investment Advisors reported no remaining IBM position as of Q3 2025 after selling out during the quarter.
- Barry Investment Advisors sold 999 IBM shares in Q3 2025, an estimated $294K.
- Barry Investment Advisors first reported a position in IBM in Q4 2014 and held it in 37 quarters.
- Barry Investment Advisors's IBM position peaked at $7.87M in Q3 2018.
- 3,414 funds tracked by Wall St. Rank held IBM as of Q3 2025.
Based on Barry Investment Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.