Edgar Lomax Company’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $68.5M | Sell |
232,232
-3,735
| -2% | -$1.1M | 4.33% | 3 |
|
2025
Q1 | $58.7M | Buy |
235,967
+12,690
| +6% | +$3.16M | 3.67% | 9 |
|
2024
Q4 | $49.1M | Sell |
223,277
-145,475
| -39% | -$32M | 3.16% | 9 |
|
2024
Q3 | $81.5M | Sell |
368,752
-5,865
| -2% | -$1.3M | 4.98% | 2 |
|
2024
Q2 | $64.8M | Sell |
374,617
-6,525
| -2% | -$1.13M | 4.2% | 3 |
|
2024
Q1 | $72.8M | Buy |
381,142
+131,824
| +53% | +$25.2M | 4.5% | 4 |
|
2023
Q4 | $40.8M | Sell |
249,318
-10,000
| -4% | -$1.64M | 2.67% | 16 |
|
2023
Q3 | $36.4M | Sell |
259,318
-4,280
| -2% | -$600K | 2.48% | 16 |
|
2023
Q2 | $35.3M | Sell |
263,598
-3,549
| -1% | -$475K | 2.32% | 20 |
|
2023
Q1 | $35M | Sell |
267,147
-99,740
| -27% | -$13.1M | 2.25% | 20 |
|
2022
Q4 | $51.7M | Sell |
366,887
-2,135
| -0.6% | -$301K | 3.14% | 12 |
|
2022
Q3 | $43.8M | Sell |
369,022
-4,010
| -1% | -$476K | 3.03% | 12 |
|
2022
Q2 | $52.7M | Buy |
373,032
+10,235
| +3% | +$1.45M | 3.3% | 11 |
|
2022
Q1 | $47.2M | Buy |
362,797
+107,950
| +42% | +$14M | 2.77% | 14 |
|
2021
Q4 | $34.1M | Sell |
254,847
-14,202
| -5% | -$1.9M | 2.04% | 19 |
|
2021
Q3 | $35.7M | Sell |
269,049
-5,392
| -2% | -$716K | 2.29% | 16 |
|
2021
Q2 | $38.5M | Sell |
274,441
-10,335
| -4% | -$1.45M | 2.39% | 16 |
|
2021
Q1 | $36.3M | Sell |
284,776
-24,539
| -8% | -$3.13M | 2.26% | 19 |
|
2020
Q4 | $37.2M | Sell |
309,315
-5,439
| -2% | -$655K | 2.53% | 16 |
|
2020
Q3 | $36.6M | Buy |
314,754
+12,657
| +4% | +$1.47M | 2.82% | 13 |
|
2020
Q2 | $34.9M | Buy |
302,097
+6,093
| +2% | +$703K | 2.79% | 12 |
|
2020
Q1 | $31.4M | Buy |
296,004
+6,772
| +2% | +$718K | 2.79% | 13 |
|
2019
Q4 | $37.1M | Sell |
289,232
-5,543
| -2% | -$710K | 2.39% | 17 |
|
2019
Q3 | $41M | Sell |
294,775
-3,034
| -1% | -$422K | 2.74% | 15 |
|
2019
Q2 | $39.3M | Sell |
297,809
-4,184
| -1% | -$552K | 2.67% | 16 |
|
2019
Q1 | $40.7M | Buy |
301,993
+188,045
| +165% | +$25.4M | 2.79% | 16 |
|
2018
Q4 | $12.4M | Buy |
113,948
+314
| +0.3% | +$34.1K | 0.94% | 34 |
|
2018
Q3 | $16.4M | Sell |
113,634
-3,871
| -3% | -$560K | 1.1% | 32 |
|
2018
Q2 | $15.7M | Buy |
117,505
+733
| +0.6% | +$97.9K | 1.1% | 32 |
|
2018
Q1 | $17.1M | Sell |
116,772
-257,018
| -69% | -$37.7M | 1.23% | 29 |
|
2017
Q4 | $54.8M | Sell |
373,790
-11,119
| -3% | -$1.63M | 3.74% | 5 |
|
2017
Q3 | $53.4M | Sell |
384,909
-33,132
| -8% | -$4.6M | 3.77% | 6 |
|
2017
Q2 | $61.5M | Sell |
418,041
-11,794
| -3% | -$1.73M | 4.2% | 5 |
|
2017
Q1 | $71.6M | Buy |
429,835
+260,476
| +154% | +$43.4M | 4.79% | 4 |
|
2016
Q4 | $26.9M | Sell |
169,359
-8,321
| -5% | -$1.32M | 1.72% | 19 |
|
2016
Q3 | $27M | Sell |
177,680
-314
| -0.2% | -$47.7K | 1.67% | 20 |
|
2016
Q2 | $25.8M | Buy |
177,994
+8,746
| +5% | +$1.27M | 1.62% | 21 |
|
2016
Q1 | $24.5M | Sell |
169,248
-157,266
| -48% | -$22.8M | 1.68% | 21 |
|
2015
Q4 | $43M | Buy |
326,514
+209,200
| +178% | +$27.5M | 3.15% | 11 |
|
2015
Q3 | $16.3M | Sell |
117,314
-4,132
| -3% | -$573K | 1.23% | 32 |
|
2015
Q2 | $18.9M | Sell |
121,446
-1,438
| -1% | -$224K | 1.27% | 32 |
|
2015
Q1 | $18.9M | Buy |
122,884
+61,348
| +100% | +$9.41M | 1.23% | 31 |
|
2014
Q4 | $9.44M | Buy |
+61,536
| New | +$9.44M | 0.59% | 39 |
|