Cambridge Investment Research Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.1M | Buy |
271,587
+6,020
| +2% | +$1.77M | 0.24% | 69 |
|
|
2025
Q1 | $66M | Buy |
265,567
+6,304
| +2% | +$1.57M | 0.22% | 80 |
|
|
2024
Q4 | $57M | Buy |
259,263
+1,983
| +0.8% | +$436K | 0.19% | 96 |
|
|
2024
Q3 | $56.9M | Buy |
257,280
+6,103
| +2% | +$1.35M | 0.19% | 95 |
|
|
2024
Q2 | $43.4M | Buy |
251,177
+6,953
| +3% | +$1.2M | 0.16% | 113 |
|
|
2024
Q1 | $46.6M | Buy |
244,224
+12,877
| +6% | +$2.46M | 0.18% | 102 |
|
|
2023
Q4 | $37.8M | Buy |
231,347
+3,631
| +2% | +$594K | 0.16% | 115 |
|
|
2023
Q3 | $31.9M | Buy |
227,716
+11,501
| +5% | +$1.61M | 0.15% | 125 |
|
|
2023
Q2 | $28.9M | Buy |
216,215
+10,394
| +5% | +$1.39M | 0.13% | 151 |
|
|
2023
Q1 | $27M | Sell |
205,821
-3,726
| -2% | -$488K | 0.13% | 156 |
|
|
2022
Q4 | $29.5M | Sell |
209,547
-874
| -0.4% | -$123K | 0.15% | 134 |
|
|
2022
Q3 | $25M | Buy |
210,421
+1,331
| +0.6% | +$158K | 0.14% | 146 |
|
|
2022
Q2 | $29.5M | Buy |
209,090
+816
| +0.4% | +$115K | 0.16% | 130 |
|
|
2022
Q1 | $27.1M | Buy |
208,274
+12,704
| +6% | +$1.65M | 0.12% | 173 |
|
|
2021
Q4 | $26.1M | Sell |
195,570
-3,514
| -2% | -$470K | 0.12% | 185 |
|
|
2021
Q3 | $27.7M | Buy |
199,084
+3,862
| +2% | +$537K | 0.14% | 160 |
|
|
2021
Q2 | $28.6M | Buy |
195,222
+12,450
| +7% | +$1.83M | 0.14% | 151 |
|
|
2021
Q1 | $24.4M | Buy |
182,772
+9,311
| +5% | +$1.24M | 0.13% | 164 |
|
|
2020
Q4 | $21.8M | Sell |
173,461
-2,034
| -1% | -$256K | 0.13% | 162 |
|
|
2020
Q3 | $21.4M | Sell |
175,495
-20,305
| -10% | -$2.47M | 0.14% | 153 |
|
|
2020
Q2 | $23.6M | Sell |
195,800
-5,256
| -3% | -$635K | 0.18% | 121 |
|
|
2020
Q1 | $22.3M | Buy |
201,056
+16,706
| +9% | +$1.85M | 0.21% | 97 |
|
|
2019
Q4 | $24.7M | Buy |
184,350
+6,580
| +4% | +$882K | 0.19% | 111 |
|
|
2019
Q3 | $25.9M | Buy |
177,770
+8,134
| +5% | +$1.18M | 0.23% | 94 |
|
|
2019
Q2 | $23.4M | Buy |
169,636
+12,080
| +8% | +$1.67M | 0.21% | 102 |
|
|
2019
Q1 | $22.2M | Buy |
157,556
+35,322
| +29% | +$4.98M | 0.21% | 96 |
|
|
2018
Q4 | $13.9M | Sell |
122,234
-18,860
| -13% | -$2.14M | 0.15% | 140 |
|
|
2018
Q3 | $21.3M | Sell |
141,094
-2,529
| -2% | -$382K | 0.2% | 107 |
|
|
2018
Q2 | $20.1M | Buy |
143,623
+1,395
| +1% | +$195K | 0.21% | 101 |
|
|
2018
Q1 | $21.8M | Buy |
142,228
+22,288
| +19% | +$3.42M | 0.25% | 91 |
|
|
2017
Q4 | $18.4M | Buy |
119,940
+886
| +0.7% | +$136K | 0.22% | 100 |
|
|
2017
Q3 | $17.3M | Buy |
119,054
+2,476
| +2% | +$359K | 0.23% | 85 |
|
|
2017
Q2 | $17.9M | Sell |
116,578
-8,137
| -7% | -$1.25M | 0.26% | 78 |
|
|
2017
Q1 | $21.7M | Buy |
124,715
+16,365
| +15% | +$2.85M | 0.37% | 49 |
|
|
2016
Q4 | $18M | Buy |
108,350
+9,260
| +9% | +$1.54M | 0.34% | 57 |
|
|
2016
Q3 | $15.7M | Buy |
99,090
+7,584
| +8% | +$1.2M | 0.29% | 69 |
|
|
2016
Q2 | $13.9M | Buy |
91,506
+14,314
| +19% | +$2.17M | 0.29% | 70 |
|
|
2016
Q1 | $11.7M | Buy |
77,192
+6,510
| +9% | +$986K | 0.26% | 74 |
|
|
2015
Q4 | $9.73M | Sell |
70,682
-3,485
| -5% | -$480K | 0.23% | 95 |
|
|
2015
Q3 | $10.8M | Buy |
74,167
+3,161
| +4% | +$458K | 0.31% | 65 |
|
|
2015
Q2 | $11.6M | Buy |
71,006
+129
| +0.2% | +$21K | 0.32% | 66 |
|
|
2015
Q1 | $11.4M | Buy |
70,877
+4,717
| +7% | +$757K | 0.32% | 57 |
|
|
2014
Q4 | $10.6M | Sell |
66,160
-4,073
| -6% | -$653K | 0.33% | 61 |
|
|
2014
Q3 | $13.3M | Sell |
70,233
-1,836
| -3% | -$349K | 0.39% | 51 |
|
|
2014
Q2 | $13.1M | Buy |
72,069
+1,244
| +2% | +$226K | 0.46% | 44 |
|
|
2014
Q1 | $13.6M | Buy |
70,825
+7,606
| +12% | +$1.46M | 0.52% | 40 |
|
|
2013
Q4 | $11.9M | Buy |
63,219
+3,676
| +6% | +$690K | 0.49% | 40 |
|
|
2013
Q3 | $11M | Buy |
59,543
+1,581
| +3% | +$293K | 0.48% | 43 |
|
|
2013
Q2 | $11.1M | Buy |
+57,962
| New | +$11.1M | 0.56% | 36 |
|