Capital World Investors’s IBM IBM Stock Holding History

Capital World Investors’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.41B	Sell	14,967,650 -560,992	-4%	-$165M	0.64%	39
2025 Q1	$3.86B	Buy	15,528,642 +3,544,033	+30%	+$881M	0.63%	43
2024 Q4	$2.63B	Buy	11,984,609 +9,650,534	+413%	+$2.12B	0.4%	71
2024 Q3	$516M	Buy	2,334,075 +14,315	+0.6%	+$3.16M	0.08%	188
2024 Q2	$401M	Buy	2,319,760 +1,995,794	+616%	+$345M	0.07%	210
2024 Q1	$61.9M	Buy	+323,966	New	+$61.9M	0.01%	380
2020 Q4	–	Sell	-4,456,791	Closed	-$542M	–	575
2020 Q3	$542M	Hold	4,456,791	–	–	0.12%	174
2020 Q2	$538M	Sell	4,456,791 -4,873	-0.1%	-$589K	0.13%	152
2020 Q1	$495M	Buy	4,461,664 +2,761,664	+162%	+$306M	0.14%	138
2019 Q4	$228M	Hold	1,700,000	–	–	0.05%	243
2019 Q3	$247M	Buy	+1,700,000	New	+$247M	0.06%	226
2018 Q4	–	Sell	-3,950,000	Closed	-$597M	–	540
2018 Q3	$597M	Buy	3,950,000 +1,950,000	+98%	+$295M	0.15%	150
2018 Q2	$279M	Sell	2,000,000 -1,720,000	-46%	-$240M	0.06%	215
2018 Q1	$571M	Buy	3,720,000 +580,000	+18%	+$89M	0.13%	160
2017 Q4	$482M	Buy	3,140,000 +140,000	+5%	+$21.5M	0.1%	167
2017 Q3	$435M	Sell	3,000,000 -600,000	-17%	-$87M	0.1%	168
2017 Q2	$554M	Hold	3,600,000	–	–	0.13%	147
2017 Q1	$627M	Sell	3,600,000 -1,605,000	-31%	-$279M	0.15%	133
2016 Q4	$864M	Hold	5,205,000	–	–	0.22%	108
2016 Q3	$827M	Sell	5,205,000 -117,000	-2%	-$18.6M	0.22%	112
2016 Q2	$808M	Buy	5,322,000 +972,000	+22%	+$148M	0.22%	112
2016 Q1	$659M	Buy	4,350,000 +625,000	+17%	+$94.7M	0.18%	124
2015 Q4	$513M	Buy	3,725,000 +345,000	+10%	+$47.5M	0.14%	153
2015 Q3	$490M	Buy	+3,380,000	New	+$490M	0.14%	150
2014 Q1	–	Sell	-500,000	Closed	-$93.8M	–	510
2013 Q4	$93.8M	Sell	500,000 -500,000	-50%	-$93.8M	0.03%	303
2013 Q3	$185M	Sell	1,000,000 -1,350,000	-57%	-$250M	0.06%	246
2013 Q2	$449M	Buy	+2,350,000	New	+$449M	0.15%	157