J.M. Forbes & Co’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 | $9.6M | Sell |
39,603
-31,741
| -44% | -$8.59M | 0.81% | 38 |
|
|
2025
Q4 | $21.1M | Buy |
71,344
+754
| +1% | +$226K | 1.71% | 14 |
|
|
2025
Q3 | $19.9M | Buy |
70,590
+894
| +1% | +$234K | 1.66% | 14 |
|
|
2025
Q2 | $20.5M | Buy |
69,696
+86
| +0.1% | +$22.2K | 1.88% | 13 |
|
|
2025
Q1 | $17.3M | Buy |
69,610
+2,623
| +4% | +$642K | 1.68% | 18 |
|
|
2024
Q4 | $14.7M | Buy |
66,987
+328
| +0.5% | +$73K | 1.42% | 22 |
|
|
2024
Q3 | $14.7M | Sell |
66,659
-517
| -0.8% | -$101K | 1.44% | 24 |
|
|
2024
Q2 | $11.6M | Buy |
67,176
+865
| +1% | +$150K | 1.19% | 29 |
|
|
2024
Q1 | $12.7M | Sell |
66,311
-381
| -0.6% | -$69.5K | 1.37% | 25 |
|
|
2023
Q4 | $10.9M | Buy |
66,692
+848
| +1% | +$128K | 1.27% | 29 |
|
|
2023
Q3 | $9.24M | Buy |
65,844
+524
| +0.8% | +$74.6K | 1.2% | 29 |
|
|
2023
Q2 | $8.74M | Sell |
65,320
-17,255
| -21% | -$2.23M | 1.09% | 36 |
|
|
2023
Q1 | $10.8M | Buy |
82,575
+1,346
| +2% | +$180K | 1.48% | 29 |
|
|
2022
Q4 | $11.4M | Buy |
81,229
+88
| +0.1% | +$12.1K | 1.65% | 27 |
|
|
2022
Q3 | $9.64M | Buy |
81,141
+1,021
| +1% | +$134K | 1.51% | 28 |
|
|
2022
Q2 | $11.3M | Sell |
80,120
-62
| -0.1% | -$8.37K | 1.66% | 23 |
|
|
2022
Q1 | $10.4M | Sell |
80,182
-139
| -0.2% | -$18.1K | 1.32% | 31 |
|
|
2021
Q4 | $10.7M | Sell |
80,321
-4,050
| -5% | -$508K | 1.23% | 36 |
|
|
2021
Q3 | $11.2M | Buy |
84,371
+1,234
| +1% | +$165K | 1.41% | 30 |
|
|
2021
Q2 | $11.7M | Buy |
83,137
+104
| +0.1% | +$14.2K | 1.47% | 28 |
|
|
2021
Q1 | $10.6M | Buy |
83,033
+1,704
| +2% | +$204K | 1.47% | 29 |
|
|
2020
Q4 | $9.79M | Buy |
81,329
+606
| +0.8% | +$70K | 1.44% | 29 |
|
|
2020
Q3 | $9.39M | Buy |
80,723
+1,999
| +3% | +$235K | 1.5% | 27 |
|
|
2020
Q2 | $9.09M | Buy |
78,724
+1,758
| +2% | +$204K | 1.62% | 27 |
|
|
2020
Q1 | $8.16M | Buy |
76,966
+73,008
| +1,845% | +$9.23M | 1.82% | 25 |
|
|
2019
Q4 | $507K | Buy |
3,958
+2
| +0.1% | +$260 | 0.08% | 73 |
|
|
2019
Q3 | $550K | Hold |
3,956
| – | – | 0.11% | 68 |
|
|
2019
Q2 | $522K | Sell |
3,956
-68
| -2% | -$8.93K | 0.1% | 68 |
|
|
2019
Q1 | $543K | Sell |
4,024
-261
| -6% | -$33.3K | 0.12% | 66 |
|
|
2018
Q4 | $466K | Hold |
4,285
| – | – | 0.11% | 68 |
|
|
2018
Q3 | $620K | Sell |
4,285
-37
| -0.9% | -$5.17K | 0.13% | 66 |
|
|
2018
Q2 | $577K | Buy |
4,322
+37
| +0.9% | +$5.16K | 0.13% | 67 |
|
|
2018
Q1 | $629K | Buy |
4,285
+24
| +0.6% | +$3.63K | 0.15% | 64 |
|
|
2017
Q4 | $625K | Buy |
4,261
+313
| +8% | +$45.5K | 0.14% | 66 |
|
|
2017
Q3 | $547K | Hold |
3,948
| – | – | 0.14% | 66 |
|
|
2017
Q2 | $580K | Sell |
3,948
-36
| -0.9% | -$5.43K | 0.15% | 63 |
|
|
2017
Q1 | $663K | Hold |
3,984
| – | – | 0.17% | 58 |
|
|
2016
Q4 | $632K | Sell |
3,984
-105
| -3% | -$16K | 0.17% | 56 |
|
|
2016
Q3 | $621K | Buy |
4,089
+748
| +22% | +$114K | 0.17% | 57 |
|
|
2016
Q2 | $484K | Sell |
3,341
-11
| -0.3% | -$1.57K | 0.13% | 62 |
|
|
2016
Q1 | $485K | Sell |
3,352
-37
| -1% | -$4.73K | 0.14% | 56 |
|
|
2015
Q4 | $445K | Buy |
3,389
+37
| +1% | +$4.97K | 0.12% | 60 |
|
|
2015
Q3 | $464K | Hold |
3,352
| – | – | 0.13% | 57 |
|
|
2015
Q2 | $521K | Hold |
3,352
| – | – | 0.14% | 56 |
|
|
2015
Q1 | $514K | Sell |
3,352
-210
| -6% | -$31.9K | 0.14% | 60 |
|
|
2014
Q4 | $539K | Sell |
3,562
-186
| -5% | -$29.6K | 0.14% | 58 |
|
|
2014
Q3 | $680K | Sell |
3,748
-1,261
| -25% | -$230K | 0.17% | 54 |
|
|
2014
Q2 | $868K | Sell |
5,009
-387
| -7% | -$69.7K | 0.22% | 51 |
|
|
2014
Q1 | $993K | Sell |
5,396
-230
| -4% | -$40.5K | 0.26% | 50 |
|
|
2013
Q4 | $1.01M | Sell |
5,626
-726
| -11% | -$125K | 0.25% | 53 |
|
|
2013
Q3 | $1.12M | Sell |
6,352
-42
| -0.7% | -$7.63K | 0.32% | 54 |
|
|
2013
Q2 | $1.17M | Buy |
+6,394
| New | +$1.25M | 0.35% | 51 |
|
Other funds holding IBM
VCM
VPM
