Charles Schwab’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97B | Buy |
6,695,273
+65,411
| +1% | +$19.3M | 0.34% | 47 |
|
|
2025
Q1 | $1.65B | Sell |
6,629,862
-35,394
| -0.5% | -$8.8M | 0.31% | 55 |
|
|
2024
Q4 | $1.47B | Buy |
6,665,256
+126,547
| +2% | +$27.8M | 0.27% | 57 |
|
|
2024
Q3 | $1.45B | Buy |
6,538,709
+1,286
| +0% | +$284K | 0.28% | 58 |
|
|
2024
Q2 | $1.13B | Buy |
6,537,423
+73,734
| +1% | +$12.8M | 0.22% | 79 |
|
|
2024
Q1 | $1.22B | Sell |
6,463,689
-1,525
| -0% | -$289K | 0.28% | 65 |
|
|
2023
Q4 | $1.05B | Buy |
6,465,214
+61,028
| +1% | +$9.9M | 0.27% | 65 |
|
|
2023
Q3 | $890M | Buy |
6,404,186
+6,386
| +0.1% | +$888K | 0.26% | 68 |
|
|
2023
Q2 | $848M | Sell |
6,397,800
-17,548
| -0.3% | -$2.33M | 0.24% | 73 |
|
|
2023
Q1 | $833M | Sell |
6,415,348
-12,286,577
| -66% | -$1.6B | 0.25% | 76 |
|
|
2022
Q4 | $2.63B | Buy |
18,701,925
+270,201
| +1% | +$37.9M | 0.85% | 20 |
|
|
2022
Q3 | $2.19B | Buy |
18,431,724
+1,593,390
| +9% | +$189M | 0.78% | 20 |
|
|
2022
Q2 | $2.38B | Buy |
16,838,334
+540,789
| +3% | +$76.4M | 0.83% | 20 |
|
|
2022
Q1 | $2.12B | Buy |
16,297,545
+1,105,170
| +7% | +$144M | 0.64% | 28 |
|
|
2021
Q4 | $2.03B | Buy |
15,192,375
+951,417
| +7% | +$127M | 0.6% | 24 |
|
|
2021
Q3 | $1.98B | Buy |
14,240,958
+794,919
| +6% | +$110M | 0.65% | 23 |
|
|
2021
Q2 | $1.97B | Buy |
13,446,039
+93,603
| +0.7% | +$13.7M | 0.66% | 23 |
|
|
2021
Q1 | $1.78B | Buy |
13,352,436
+780,558
| +6% | +$104M | 0.65% | 21 |
|
|
2020
Q4 | $1.58B | Buy |
12,571,878
+943,571
| +8% | +$119M | 0.63% | 19 |
|
|
2020
Q3 | $1.41B | Buy |
11,628,307
+394,178
| +4% | +$48M | 0.65% | 21 |
|
|
2020
Q2 | $1.36B | Buy |
11,234,129
+97,384
| +0.9% | +$11.8M | 0.66% | 20 |
|
|
2020
Q1 | $1.24B | Buy |
11,136,745
+3,559,641
| +47% | +$395M | 0.73% | 19 |
|
|
2019
Q4 | $1.02B | Buy |
7,577,104
+94,343
| +1% | +$12.6M | 0.55% | 28 |
|
|
2019
Q3 | $1.09B | Buy |
7,482,761
+135,112
| +2% | +$19.6M | 0.64% | 22 |
|
|
2019
Q2 | $1.01B | Buy |
7,347,649
+142,958
| +2% | +$19.7M | 0.62% | 26 |
|
|
2019
Q1 | $1.02B | Sell |
7,204,691
-70,292
| -1% | -$9.92M | 0.65% | 25 |
|
|
2018
Q4 | $827M | Buy |
7,274,983
+617,042
| +9% | +$70.1M | 0.63% | 25 |
|
|
2018
Q3 | $1.01B | Buy |
6,657,941
+664,704
| +11% | +$101M | 0.67% | 22 |
|
|
2018
Q2 | $837M | Buy |
5,993,237
+277,005
| +5% | +$38.7M | 0.61% | 24 |
|
|
2018
Q1 | $877M | Buy |
5,716,232
+663,192
| +13% | +$102M | 0.68% | 21 |
|
|
2017
Q4 | $775M | Buy |
5,053,040
+226,538
| +5% | +$34.8M | 0.61% | 27 |
|
|
2017
Q3 | $700M | Buy |
4,826,502
+175,289
| +4% | +$25.4M | 0.61% | 28 |
|
|
2017
Q2 | $715M | Buy |
4,651,213
+134,862
| +3% | +$20.7M | 0.67% | 24 |
|
|
2017
Q1 | $786M | Buy |
4,516,351
+215,180
| +5% | +$37.5M | 0.79% | 20 |
|
|
2016
Q4 | $714M | Buy |
4,301,171
+141,370
| +3% | +$23.5M | 0.78% | 20 |
|
|
2016
Q3 | $661M | Buy |
4,159,801
+170,018
| +4% | +$27M | 0.78% | 20 |
|
|
2016
Q2 | $606M | Buy |
3,989,783
+361,173
| +10% | +$54.8M | 0.76% | 21 |
|
|
2016
Q1 | $550M | Buy |
3,628,610
+234,669
| +7% | +$35.5M | 0.72% | 21 |
|
|
2015
Q4 | $467M | Buy |
3,393,941
+200,355
| +6% | +$27.6M | 0.63% | 26 |
|
|
2015
Q3 | $463M | Buy |
3,193,586
+13,545
| +0.4% | +$1.96M | 0.68% | 23 |
|
|
2015
Q2 | $517M | Buy |
3,180,041
+51,093
| +2% | +$8.31M | 0.71% | 19 |
|
|
2015
Q1 | $502M | Buy |
3,128,948
+759,169
| +32% | +$122M | 0.71% | 19 |
|
|
2014
Q4 | $380M | Buy |
2,369,779
+113,720
| +5% | +$18.2M | 0.57% | 28 |
|
|
2014
Q3 | $428M | Buy |
2,256,059
+28,382
| +1% | +$5.39M | 0.7% | 22 |
|
|
2014
Q2 | $404M | Buy |
2,227,677
+17,187
| +0.8% | +$3.12M | 0.68% | 22 |
|
|
2014
Q1 | $425M | Buy |
2,210,490
+13,789
| +0.6% | +$2.65M | 0.76% | 17 |
|
|
2013
Q4 | $412M | Sell |
2,196,701
-52,675
| -2% | -$9.88M | 0.78% | 15 |
|
|
2013
Q3 | $419M | Buy |
2,249,376
+60,665
| +3% | +$11.3M | 0.85% | 14 |
|
|
2013
Q2 | $419M | Buy |
+2,188,711
| New | +$419M | 0.94% | 14 |
|