Dimensional Fund Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48B | Sell |
5,029,376
-79,079
| -2% | -$23.3M | 0.34% | 28 |
|
|
2025
Q1 | $1.27B | Buy |
5,108,455
+24,790
| +0.5% | +$6.16M | 0.32% | 31 |
|
|
2024
Q4 | $1.12B | Buy |
5,083,665
+99,510
| +2% | +$21.9M | 0.27% | 41 |
|
|
2024
Q3 | $1.1B | Buy |
4,984,155
+187,949
| +4% | +$41.6M | 0.27% | 39 |
|
|
2024
Q2 | $829M | Buy |
4,796,206
+304,390
| +7% | +$52.6M | 0.22% | 52 |
|
|
2024
Q1 | $858M | Sell |
4,491,816
-8,368
| -0.2% | -$1.6M | 0.23% | 47 |
|
|
2023
Q4 | $736M | Buy |
4,500,184
+97,482
| +2% | +$15.9M | 0.21% | 59 |
|
|
2023
Q3 | $618M | Sell |
4,402,702
-106,011
| -2% | -$14.9M | 0.2% | 60 |
|
|
2023
Q2 | $603M | Buy |
4,508,713
+177,636
| +4% | +$23.8M | 0.19% | 67 |
|
|
2023
Q1 | $568M | Buy |
4,331,077
+44,137
| +1% | +$5.79M | 0.19% | 68 |
|
|
2022
Q4 | $604K | Sell |
4,286,940
-510,191
| -11% | -$71.9K | 0.18% | 66 |
|
|
2022
Q3 | $570M | Buy |
4,797,131
+71,268
| +2% | +$8.47M | 0.22% | 55 |
|
|
2022
Q2 | $667M | Buy |
4,725,863
+43,330
| +0.9% | +$6.12M | 0.24% | 55 |
|
|
2022
Q1 | $609M | Sell |
4,682,533
-180,499
| -4% | -$23.5M | 0.19% | 71 |
|
|
2021
Q4 | $650M | Buy |
4,863,032
+252,408
| +5% | +$33.7M | 0.2% | 66 |
|
|
2021
Q3 | $641M | Buy |
4,610,624
+439,743
| +11% | +$61.1M | 0.21% | 64 |
|
|
2021
Q2 | $611M | Buy |
4,170,881
+57,965
| +1% | +$8.5M | 0.19% | 70 |
|
|
2021
Q1 | $548M | Buy |
4,112,916
+45,937
| +1% | +$6.12M | 0.18% | 74 |
|
|
2020
Q4 | $512M | Buy |
4,066,979
+76,646
| +2% | +$9.65M | 0.18% | 74 |
|
|
2020
Q3 | $485M | Sell |
3,990,333
-48,437
| -1% | -$5.89M | 0.21% | 63 |
|
|
2020
Q2 | $488M | Buy |
4,038,770
+115,408
| +3% | +$13.9M | 0.21% | 58 |
|
|
2020
Q1 | $435M | Buy |
3,923,362
+297,294
| +8% | +$33M | 0.23% | 55 |
|
|
2019
Q4 | $486M | Buy |
3,626,068
+53,199
| +1% | +$7.13M | 0.18% | 64 |
|
|
2019
Q3 | $520M | Buy |
3,572,869
+78,736
| +2% | +$11.4M | 0.2% | 56 |
|
|
2019
Q2 | $482M | Buy |
3,494,133
+68,165
| +2% | +$9.4M | 0.19% | 61 |
|
|
2019
Q1 | $483M | Buy |
3,425,968
+12,915
| +0.4% | +$1.82M | 0.19% | 62 |
|
|
2018
Q4 | $388M | Buy |
3,413,053
+181,542
| +6% | +$20.6M | 0.18% | 67 |
|
|
2018
Q3 | $489M | Buy |
3,231,511
+105,374
| +3% | +$15.9M | 0.19% | 62 |
|
|
2018
Q2 | $437M | Buy |
3,126,137
+206,284
| +7% | +$28.8M | 0.17% | 65 |
|
|
2018
Q1 | $448M | Buy |
2,919,853
+269,289
| +10% | +$41.3M | 0.19% | 63 |
|
|
2017
Q4 | $407M | Buy |
2,650,564
+117,084
| +5% | +$18M | 0.17% | 67 |
|
|
2017
Q3 | $368M | Buy |
2,533,480
+28,436
| +1% | +$4.13M | 0.16% | 73 |
|
|
2017
Q2 | $385M | Buy |
2,505,044
+246,913
| +11% | +$38M | 0.18% | 68 |
|
|
2017
Q1 | $393M | Buy |
2,258,131
+159,958
| +8% | +$27.9M | 0.19% | 64 |
|
|
2016
Q4 | $348M | Buy |
2,098,173
+71,206
| +4% | +$11.8M | 0.17% | 66 |
|
|
2016
Q3 | $322M | Buy |
2,026,967
+74,096
| +4% | +$11.8M | 0.17% | 66 |
|
|
2016
Q2 | $296M | Buy |
1,952,871
+11,833
| +0.6% | +$1.8M | 0.17% | 70 |
|
|
2016
Q1 | $294M | Buy |
1,941,038
+101,587
| +6% | +$15.4M | 0.18% | 72 |
|
|
2015
Q4 | $253M | Buy |
1,839,451
+118,819
| +7% | +$16.4M | 0.16% | 88 |
|
|
2015
Q3 | $249M | Buy |
1,720,632
+110,032
| +7% | +$16M | 0.16% | 81 |
|
|
2015
Q2 | $262M | Buy |
1,610,600
+138,268
| +9% | +$22.5M | 0.16% | 78 |
|
|
2015
Q1 | $236M | Sell |
1,472,332
-4,747
| -0.3% | -$762K | 0.15% | 91 |
|
|
2014
Q4 | $237M | Buy |
1,477,079
+77,008
| +6% | +$12.4M | 0.16% | 88 |
|
|
2014
Q3 | $266M | Buy |
1,400,071
+71,431
| +5% | +$13.6M | 0.19% | 69 |
|
|
2014
Q2 | $241M | Buy |
1,328,640
+188,230
| +17% | +$34.1M | 0.17% | 84 |
|
|
2014
Q1 | $219M | Buy |
1,140,410
+148,365
| +15% | +$28.6M | 0.16% | 81 |
|
|
2013
Q4 | $186M | Sell |
992,045
-9,255
| -0.9% | -$1.74M | 0.15% | 98 |
|
|
2013
Q3 | $185M | Sell |
1,001,300
-9,648
| -1% | -$1.79M | 0.16% | 90 |
|
|
2013
Q2 | $193M | Buy |
+1,010,948
| New | +$193M | 0.18% | 76 |
|