Jacobs Levy Equity Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-26,472
| Closed | -$5.82M | – | 1134 |
|
|
2024
Q4 | $5.82M | Buy |
+26,472
| New | +$5.82M | 0.02% | 401 |
|
|
2022
Q1 | – | Sell |
-49,117
| Closed | -$6.57M | – | 1030 |
|
|
2021
Q4 | $6.57M | Sell |
49,117
-385,390
| -89% | -$51.5M | 0.04% | 378 |
|
|
2021
Q3 | $57.7M | Buy |
434,507
+15,870
| +4% | +$2.11M | 0.39% | 64 |
|
|
2021
Q2 | $58.7M | Buy |
418,637
+151,290
| +57% | +$21.2M | 0.4% | 64 |
|
|
2021
Q1 | $34.1M | Buy |
+267,347
| New | +$34.1M | 0.26% | 96 |
|
|
2018
Q3 | – | Sell |
-4,132
| Closed | -$552K | – | 1025 |
|
|
2018
Q2 | $552K | Buy |
+4,132
| New | +$552K | 0.01% | 775 |
|
|
2018
Q1 | – | Sell |
-12,384
| Closed | -$1.82M | – | 1028 |
|
|
2017
Q4 | $1.82M | Sell |
12,384
-88,877
| -88% | -$13M | 0.03% | 479 |
|
|
2017
Q3 | $14M | Sell |
101,261
-12,072
| -11% | -$1.67M | 0.27% | 118 |
|
|
2017
Q2 | $16.7M | Buy |
+113,333
| New | +$16.7M | 0.36% | 85 |
|
|
2015
Q2 | – | Sell |
-107,176
| Closed | -$16.4M | – | 823 |
|
|
2015
Q1 | $16.4M | Sell |
107,176
-301,683
| -74% | -$46.3M | 0.28% | 121 |
|
|
2014
Q4 | $62.7M | Buy |
408,859
+273,743
| +203% | +$42M | 1.07% | 9 |
|
|
2014
Q3 | $24.5M | Sell |
135,116
-42
| -0% | -$7.62K | 0.41% | 71 |
|
|
2014
Q2 | $23.4M | Sell |
135,158
-2,019
| -1% | -$350K | 0.39% | 75 |
|
|
2014
Q1 | $25.2M | Buy |
137,177
+317
| +0.2% | +$58.3K | 0.42% | 71 |
|
|
2013
Q4 | $24.5M | Sell |
136,860
-52,080
| -28% | -$9.34M | 0.37% | 79 |
|
|
2013
Q3 | $33.4M | Sell |
188,940
-533
| -0.3% | -$94.4K | 0.57% | 39 |
|
|
2013
Q2 | $34.6M | Buy |
+189,473
| New | +$34.6M | 0.61% | 28 |
|