Financial & Tax Architects’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.39M | Buy |
30,477
+1,914
| +7% | +$518K | 1.65% | 18 |
|
|
2025
Q4 | $8.46M | Sell |
28,563
-2,604
| -8% | -$780K | 1.9% | 12 |
|
|
2025
Q3 | $8.79M | Buy |
31,167
+1,223
| +4% | +$320K | 1.94% | 12 |
|
|
2025
Q2 | $8.83M | Sell |
29,944
-535
| -2% | -$138K | 2.14% | 10 |
|
|
2025
Q1 | $7.58M | Sell |
30,479
-3,284
| -10% | -$803K | 1.9% | 13 |
|
|
2024
Q4 | $7.42M | Sell |
33,763
-1,354
| -4% | -$302K | 1.89% | 12 |
|
|
2024
Q3 | $7.76M | Sell |
35,117
-1,706
| -5% | -$335K | 2% | 12 |
|
|
2024
Q2 | $6.37M | Buy |
36,823
+2,522
| +7% | +$438K | 1.71% | 16 |
|
|
2024
Q1 | $6.55M | Sell |
34,301
-3,479
| -9% | -$635K | 1.8% | 13 |
|
|
2023
Q4 | $6.18M | Sell |
37,780
-2,743
| -7% | -$414K | 1.83% | 14 |
|
|
2023
Q3 | $5.69M | Buy |
40,523
+688
| +2% | +$97.9K | 1.77% | 17 |
|
|
2023
Q2 | $5.33M | Buy |
39,835
+1,682
| +4% | +$217K | 1.65% | 21 |
|
|
2023
Q1 | $5M | Buy |
38,153
+1,842
| +5% | +$246K | 1.65% | 24 |
|
|
2022
Q4 | $5.13M | Sell |
36,311
-1,656
| -4% | -$228K | 1.75% | 14 |
|
|
2022
Q3 | $4.51M | Buy |
37,967
+2,109
| +6% | +$277K | 1.69% | 22 |
|
|
2022
Q2 | $5.06M | Buy |
35,858
+3,288
| +10% | +$444K | 1.92% | 14 |
|
|
2022
Q1 | $4.23M | Buy |
32,570
+2,647
| +9% | +$345K | 1.6% | 24 |
|
|
2021
Q4 | $4M | Buy |
29,923
+3,882
| +15% | +$487K | 1.63% | 24 |
|
|
2021
Q3 | $3.46M | Buy |
26,041
+4,355
| +20% | +$582K | 1.58% | 22 |
|
|
2021
Q2 | $3.04M | Buy |
21,686
+1,866
| +9% | +$255K | 1.49% | 33 |
|
|
2021
Q1 | $2.53M | Buy |
+19,820
| New | +$2.37M | 1.42% | 32 |
|
Other funds holding IBM
VCM
VPM
