Buffington Mohr McNeal’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $264K | Sell |
1,063
-1,420
| -57% | -$347K | 0.05% | 95 |
|
|
2024
Q4 | $546K | Buy |
2,483
+496
| +25% | +$110K | 0.09% | 89 |
|
|
2024
Q3 | $439K | Hold |
1,987
| – | – | 0.07% | 98 |
|
|
2024
Q2 | $344K | Sell |
1,987
-199
| -9% | -$34.6K | 0.06% | 102 |
|
|
2024
Q1 | $418K | Sell |
2,186
-14
| -0.6% | -$2.55K | 0.08% | 98 |
|
|
2023
Q4 | $360K | Sell |
2,200
-75
| -3% | -$11.3K | 0.07% | 99 |
|
|
2023
Q3 | $319K | Hold |
2,275
| – | – | 0.07% | 105 |
|
|
2023
Q2 | $304K | Hold |
2,275
| – | – | 0.07% | 108 |
|
|
2023
Q1 | $298K | Hold |
2,275
| – | – | 0.07% | 108 |
|
|
2022
Q4 | $321K | Sell |
2,275
-300
| -12% | -$41.4K | 0.07% | 106 |
|
|
2022
Q3 | $306K | Sell |
2,575
-250
| -9% | -$32.8K | 0.07% | 104 |
|
|
2022
Q2 | $399K | Hold |
2,825
| – | – | 0.09% | 98 |
|
|
2022
Q1 | $367K | Hold |
2,825
| – | – | 0.07% | 106 |
|
|
2021
Q4 | $378K | Buy |
2,825
+1
| +0% | +$125 | 0.06% | 114 |
|
|
2021
Q3 | $375K | Sell |
2,824
-183
| -6% | -$24.5K | 0.07% | 104 |
|
|
2021
Q2 | $421K | Sell |
3,007
-131
| -4% | -$17.9K | 0.08% | 103 |
|
|
2021
Q1 | $400K | Buy |
3,138
+131
| +4% | +$15.7K | 0.09% | 102 |
|
|
2020
Q4 | $362K | Sell |
3,007
-2,092
| -41% | -$242K | 0.08% | 99 |
|
|
2020
Q3 | $593K | Sell |
5,099
-115
| -2% | -$13.5K | 0.16% | 80 |
|
|
2020
Q2 | $602K | Hold |
5,214
| – | – | 0.17% | 81 |
|
|
2020
Q1 | $553K | Sell |
5,214
-968
| -16% | -$122K | 0.18% | 79 |
|
|
2019
Q4 | $792K | Sell |
6,182
-366
| -6% | -$47.6K | 0.22% | 72 |
|
|
2019
Q3 | $910K | Hold |
6,548
| – | – | 0.28% | 59 |
|
|
2019
Q2 | $863K | Hold |
6,548
| – | – | 0.27% | 61 |
|
|
2019
Q1 | $883K | Hold |
6,548
| – | – | 0.28% | 61 |
|
|
2018
Q4 | $712K | Sell |
6,548
-1,314
| -17% | -$158K | 0.29% | 67 |
|
|
2018
Q3 | $1.14M | Hold |
7,862
| – | – | 0.39% | 52 |
|
|
2018
Q2 | $1.05M | Sell |
7,862
-747
| -9% | -$104K | 0.39% | 55 |
|
|
2018
Q1 | $1.26M | Buy |
8,609
+4,059
| +89% | +$614K | 0.48% | 49 |
|
|
2017
Q4 | $667K | Sell |
4,550
-105
| -2% | -$15.3K | 0.26% | 72 |
|
|
2017
Q3 | $684K | Sell |
4,655
-261
| -5% | -$36.4K | 0.27% | 68 |
|
|
2017
Q2 | $723K | Hold |
4,916
| – | – | 0.29% | 72 |
|
|
2017
Q1 | $818K | Buy |
4,916
+879
| +22% | +$147K | 0.36% | 60 |
|
|
2016
Q4 | $641K | Hold |
4,037
| – | – | 0.24% | 71 |
|
|
2016
Q3 | $613K | Sell |
4,037
-209
| -5% | -$31.7K | 0.26% | 69 |
|
|
2016
Q2 | $616K | Hold |
4,246
| – | – | 0.27% | 70 |
|
|
2016
Q1 | $614K | Buy |
4,246
+1,831
| +76% | +$234K | 0.27% | 70 |
|
|
2015
Q4 | $318K | Buy |
2,415
+1,464
| +154% | +$197K | 0.17% | 83 |
|
|
2015
Q3 | $132K | Sell |
951
-120
| -11% | -$17.7K | 0.09% | 71 |
|
|
2015
Q2 | $166K | Buy |
1,071
+42
| +4% | +$6.75K | 0.09% | 70 |
|
|
2015
Q1 | $158K | Hold |
1,029
| – | – | 0.09% | 73 |
|
|
2014
Q4 | $158K | Hold |
1,029
| – | – | 0.09% | 66 |
|
|
2014
Q3 | $187K | Hold |
1,029
| – | – | 0.11% | 59 |
|
|
2014
Q2 | $178K | Hold |
1,029
| – | – | 0.1% | 59 |
|
|
2014
Q1 | $189K | Hold |
1,029
| – | – | 0.11% | 59 |
|
|
2013
Q4 | $185K | Hold |
1,029
| – | – | 0.11% | 56 |
|
|
2013
Q3 | $182K | Sell |
1,029
-262
| -20% | -$47.6K | 0.11% | 58 |
|
|
2013
Q2 | $236K | Buy |
+1,291
| New | +$251K | 0.16% | 54 |
|
Other funds holding IBM
Buffington Mohr McNeal's IBM Position: Q1 2025 in Review
Buffington Mohr McNeal reduced its IBM (IBM) stake by 57% in Q1 2025, selling an estimated $347K and leaving 1,063 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #95.
Buffington Mohr McNeal first reported a position in IBM in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.26M in Q1 2018. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.
- Buffington Mohr McNeal held 1,063 shares of IBM worth $264K as of Q1 2025.
- Buffington Mohr McNeal sold 1,420 IBM shares in Q1 2025, an estimated $347K.
- IBM made up 0.05% of Buffington Mohr McNeal's portfolio in Q1 2025, its #95 holding.
- Buffington Mohr McNeal first reported a position in IBM in Q2 2013 and has held it in 48 quarters since.
- Buffington Mohr McNeal's IBM position peaked at $1.26M in Q1 2018.
- 3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.
Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.