Gemmer Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $397K | Sell |
1,412
-164
| -10% | -$41.3K | 0.03% | 129 |
|
|
2026
Q1 | $382K | Buy |
1,576
+58
| +4% | +$15.7K | 0.03% | 128 |
|
|
2025
Q4 | $450K | Buy |
1,518
+2
| +0.1% | +$599 | 0.03% | 115 |
|
|
2025
Q3 | $428K | Buy |
1,516
+2
| +0.1% | +$524 | 0.03% | 110 |
|
|
2025
Q2 | $446K | Buy |
1,514
+2
| +0.1% | +$515 | 0.04% | 108 |
|
|
2025
Q1 | $376K | Sell |
1,512
-321
| -18% | -$78.5K | 0.04% | 113 |
|
|
2024
Q4 | $403K | Hold |
1,833
| – | – | 0.04% | 102 |
|
|
2024
Q3 | $405K | Buy |
1,833
+323
| +21% | +$63.3K | 0.04% | 103 |
|
|
2024
Q2 | $261K | Buy |
1,510
+360
| +31% | +$62.6K | 0.03% | 120 |
|
|
2024
Q1 | $220K | Buy |
+1,150
| New | +$210K | 0.03% | 124 |
|
|
2023
Q3 | – | Sell |
-2,015
| Closed | -$270K | – | 128 |
|
|
2023
Q2 | $270K | Buy |
+2,015
| New | +$260K | 0.04% | 106 |
|
|
2022
Q2 | – | Sell |
-886
| Closed | -$115K | – | 563 |
|
|
2022
Q1 | $115K | Buy |
886
+3
| +0.3% | +$391 | 0.01% | 158 |
|
|
2021
Q4 | $118K | Sell |
883
-48
| -5% | -$6.02K | 0.01% | 161 |
|
|
2021
Q3 | $124K | Buy |
931
+14
| +2% | +$1.87K | 0.02% | 142 |
|
|
2021
Q2 | $129K | Sell |
917
-48
| -5% | -$6.56K | 0.02% | 148 |
|
|
2021
Q1 | $123K | Sell |
965
-2,801
| -74% | -$335K | 0.02% | 143 |
|
|
2020
Q4 | $453K | Sell |
3,766
-300
| -7% | -$34.7K | 0.07% | 65 |
|
|
2020
Q3 | $473K | Buy |
4,066
+35
| +0.9% | +$4.12K | 0.09% | 61 |
|
|
2020
Q2 | $465K | Buy |
4,031
+3
| +0.1% | +$348 | 0.1% | 62 |
|
|
2020
Q1 | $427K | Sell |
4,028
-53
| -1% | -$6.7K | 0.11% | 58 |
|
|
2019
Q4 | $523K | Sell |
4,081
-2
| -0% | -$260 | 0.12% | 58 |
|
|
2019
Q3 | $568K | Buy |
4,083
+7
| +0.2% | +$944 | 0.14% | 59 |
|
|
2019
Q2 | $537K | Sell |
4,076
-834
| -17% | -$110K | 0.14% | 53 |
|
|
2019
Q1 | $662K | Buy |
4,910
+2,775
| +130% | +$354K | 0.18% | 52 |
|
|
2018
Q4 | $232K | Sell |
2,135
-2,703
| -56% | -$324K | 0.07% | 76 |
|
|
2018
Q3 | $699K | Buy |
4,838
+37
| +0.8% | +$5.17K | 0.22% | 51 |
|
|
2018
Q2 | $641K | Buy |
4,801
+2,774
| +137% | +$387K | 0.22% | 54 |
|
|
2018
Q1 | $297K | Buy |
2,027
+2
| +0.1% | +$303 | 0.1% | 66 |
|
|
2017
Q4 | $297K | Buy |
2,025
+2
| +0.1% | +$291 | 0.1% | 68 |
|
|
2017
Q3 | $281K | Buy |
2,023
+2
| +0.1% | +$279 | 0.11% | 67 |
|
|
2017
Q2 | $297K | Buy |
2,021
+2
| +0.1% | +$302 | 0.12% | 66 |
|
|
2017
Q1 | $336K | Buy |
2,019
+2
| +0.1% | +$335 | 0.15% | 59 |
|
|
2016
Q4 | $320K | Buy |
2,017
+1
| +0% | +$152 | 0.16% | 53 |
|
|
2016
Q3 | $306K | Buy |
2,016
+2
| +0.1% | +$304 | 0.16% | 51 |
|
|
2016
Q2 | $292K | Sell |
2,014
-175
| -8% | -$25.1K | 0.16% | 52 |
|
|
2016
Q1 | $316K | Buy |
2,189
+2
| +0.1% | +$255 | 0.18% | 51 |
|
|
2015
Q4 | $288K | Sell |
2,187
-1,835
| -46% | -$247K | 0.17% | 53 |
|
|
2015
Q3 | $557K | Buy |
4,022
+1,514
| +60% | +$224K | 0.35% | 34 |
|
|
2015
Q2 | $390K | Sell |
2,508
-86
| -3% | -$13.8K | 0.24% | 42 |
|
|
2015
Q1 | $398K | Sell |
2,594
-97
| -4% | -$14.7K | 0.24% | 44 |
|
|
2014
Q4 | $413K | Sell |
2,691
-1,094
| -29% | -$174K | 0.28% | 40 |
|
|
2014
Q3 | $687K | Buy |
3,785
+1,061
| +39% | +$193K | 0.49% | 31 |
|
|
2014
Q2 | $472K | Buy |
2,724
+1
| +0% | +$180 | 0.32% | 43 |
|
|
2014
Q1 | $501K | Buy |
+2,723
| New | +$479K | 0.36% | 38 |
|
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EOJOAM
HCM
P
DC
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