Cambridge Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.13M | Sell |
16,425
-10
| -0.1% | -$1.82K | 0.12% | 102 |
|
|
2023
Q4 | $2.69M | Buy |
16,435
+2,920
| +22% | +$441K | 0.11% | 103 |
|
|
2023
Q3 | $1.9M | Buy |
13,515
+120
| +0.9% | +$17.1K | 0.09% | 114 |
|
|
2023
Q2 | $1.79M | Sell |
13,395
-263
| -2% | -$33.9K | 0.08% | 112 |
|
|
2023
Q1 | $1.79M | Sell |
13,658
-1,127
| -8% | -$151K | 0.09% | 114 |
|
|
2022
Q4 | $2.08M | Buy |
14,785
+734
| +5% | +$101K | 0.09% | 111 |
|
|
2022
Q3 | $1.67M | Sell |
14,051
-1,170
| -8% | -$154K | 0.08% | 118 |
|
|
2022
Q2 | $2.15M | Sell |
15,221
-651
| -4% | -$87.9K | 0.09% | 115 |
|
|
2022
Q1 | $2.06M | Sell |
15,872
-2,159
| -12% | -$282K | 0.07% | 124 |
|
|
2021
Q4 | $2.41M | Buy |
18,031
+3,521
| +24% | +$442K | 0.08% | 121 |
|
|
2021
Q3 | $1.93M | Buy |
14,510
+1,647
| +13% | +$220K | 0.07% | 111 |
|
|
2021
Q2 | $1.8M | Buy |
12,863
+180
| +1% | +$24.6K | 0.07% | 115 |
|
|
2021
Q1 | $1.62M | Sell |
12,683
-1,045
| -8% | -$125K | 0.07% | 115 |
|
|
2020
Q4 | $1.65M | Sell |
13,728
-1,878
| -12% | -$217K | 0.08% | 98 |
|
|
2020
Q3 | $1.82M | Buy |
15,606
+425
| +3% | +$50K | 0.09% | 95 |
|
|
2020
Q2 | $1.83M | Sell |
15,181
-1,019
| -6% | -$118K | 0.1% | 96 |
|
|
2020
Q1 | $1.72M | Buy |
16,200
+111
| +0.7% | +$14K | 0.12% | 92 |
|
|
2019
Q4 | $2.06M | Buy |
16,089
+801
| +5% | +$104K | 0.11% | 102 |
|
|
2019
Q3 | $2.13M | Sell |
15,288
-1,810
| -11% | -$244K | 0.12% | 98 |
|
|
2019
Q2 | $2.25M | Buy |
17,098
+318
| +2% | +$41.8K | 0.13% | 92 |
|
|
2019
Q1 | $2.26M | Sell |
16,780
-477
| -3% | -$60.8K | 0.14% | 94 |
|
|
2018
Q4 | $1.88M | Sell |
17,257
-485
| -3% | -$58.2K | 0.13% | 99 |
|
|
2018
Q3 | $2.56M | Sell |
17,742
-1,135
| -6% | -$159K | 0.15% | 90 |
|
|
2018
Q2 | $2.52M | Buy |
18,877
+279
| +2% | +$38.9K | 0.16% | 91 |
|
|
2018
Q1 | $2.73M | Sell |
18,598
-1,135
| -6% | -$172K | 0.17% | 91 |
|
|
2017
Q4 | $2.89M | Sell |
19,733
-659
| -3% | -$95.8K | 0.18% | 91 |
|
|
2017
Q3 | $2.83M | Sell |
20,392
-2,630
| -11% | -$366K | 0.19% | 90 |
|
|
2017
Q2 | $3.39M | Sell |
23,022
-2,812
| -11% | -$424K | 0.23% | 88 |
|
|
2017
Q1 | $4.3M | Buy |
25,834
+767
| +3% | +$129K | 0.29% | 87 |
|
|
2016
Q4 | $3.98M | Sell |
25,067
-1,726
| -6% | -$263K | 0.28% | 84 |
|
|
2016
Q3 | $4.07M | Buy |
26,793
+3,934
| +17% | +$597K | 0.3% | 82 |
|
|
2016
Q2 | $3.32M | Sell |
22,859
-236
| -1% | -$33.8K | 0.25% | 87 |
|
|
2016
Q1 | $3.34M | Sell |
23,095
-1,296
| -5% | -$166K | 0.27% | 76 |
|
|
2015
Q4 | $3.21M | Sell |
24,391
-1,863
| -7% | -$250K | 0.26% | 78 |
|
|
2015
Q3 | $3.64M | Sell |
26,254
-109
| -0.4% | -$16.1K | 0.32% | 76 |
|
|
2015
Q2 | $4.1M | Sell |
26,363
-122
| -0.5% | -$19.6K | 0.34% | 74 |
|
|
2015
Q1 | $4.06M | Buy |
26,485
+2,337
| +10% | +$354K | 0.34% | 72 |
|
|
2014
Q4 | $3.7M | Sell |
24,148
-3,030
| -11% | -$482K | 0.32% | 72 |
|
|
2014
Q3 | $4.93M | Sell |
27,178
-1,365
| -5% | -$249K | 0.44% | 64 |
|
|
2014
Q2 | $4.95M | Sell |
28,543
-261
| -0.9% | -$47K | 0.43% | 66 |
|
|
2014
Q1 | $5.3M | Sell |
28,804
-928
| -3% | -$163K | 0.49% | 63 |
|
|
2013
Q4 | $5.33M | Sell |
29,732
-1,868
| -6% | -$322K | 0.5% | 62 |
|
|
2013
Q3 | $5.59M | Sell |
31,600
-4,292
| -12% | -$780K | 0.56% | 59 |
|
|
2013
Q2 | $6.56M | Buy |
+35,892
| New | +$6.99M | 0.68% | 54 |
|
Other funds holding IBM
Cambridge Trust's IBM Position: Q1 2024 in Review
Cambridge Trust reduced its IBM (IBM) stake by 0.06% in Q1 2024, selling an estimated $1.82K and leaving 16,425 shares worth $3.13M. The position accounts for 0.12% of the portfolio, ranked #102.
Cambridge Trust first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. The position peaked at $6.56M in Q2 2013. 2,803 funds tracked by Wall St. Rank hold IBM as of Q1 2024.
- Cambridge Trust held 16,425 shares of IBM worth $3.13M as of Q1 2024.
- Cambridge Trust sold 10 IBM shares in Q1 2024, an estimated $1.82K.
- IBM made up 0.12% of Cambridge Trust's portfolio in Q1 2024, its #102 holding.
- Cambridge Trust first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
- Cambridge Trust's IBM position peaked at $6.56M in Q2 2013.
- 2,803 funds tracked by Wall St. Rank held IBM as of Q1 2024.
Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.