Jim Simons’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-329,000
| Closed | -$56.9M | – | 3685 |
|
|
2024
Q2 | $56.9M | Sell |
329,000
-555,000
| -63% | -$96M | 0.1% | 248 |
|
|
2024
Q1 | $169M | Sell |
884,000
-959,100
| -52% | -$183M | 0.27% | 63 |
|
|
2023
Q4 | $301M | Buy |
1,843,100
+1,306,700
| +244% | +$214M | 0.47% | 28 |
|
|
2023
Q3 | $75.3M | Sell |
536,400
-1,082,300
| -67% | -$152M | 0.13% | 169 |
|
|
2023
Q2 | $217M | Buy |
1,618,700
+147,800
| +10% | +$19.8M | 0.31% | 53 |
|
|
2023
Q1 | $193M | Buy |
+1,470,900
| New | +$193M | 0.26% | 74 |
|
|
2022
Q1 | – | Sell |
-35,100
| Closed | -$4.69M | – | 4238 |
|
|
2021
Q4 | $4.69M | Buy |
+35,100
| New | +$4.69M | 0.01% | 1577 |
|
|
2021
Q3 | – | Sell |
-450,578
| Closed | -$63.1M | – | 3626 |
|
|
2021
Q2 | $63.1M | Sell |
450,578
-1,004,946
| -69% | -$141M | 0.08% | 265 |
|
|
2021
Q1 | $185M | Buy |
1,455,524
+1,164,108
| +399% | +$148M | 0.23% | 77 |
|
|
2020
Q4 | $35.1M | Buy |
+291,416
| New | +$35.1M | 0.04% | 486 |
|
|
2020
Q3 | – | Sell |
-476,662
| Closed | -$55M | – | 3498 |
|
|
2020
Q2 | $55M | Buy |
+476,662
| New | +$55M | 0.05% | 402 |
|
|
2020
Q1 | – | Sell |
-1,618,057
| Closed | -$207M | – | 3597 |
|
|
2019
Q4 | $207M | Buy |
1,618,057
+1,506,763
| +1,354% | +$193M | 0.16% | 133 |
|
|
2019
Q3 | $15.5M | Sell |
111,294
-1,190,529
| -91% | -$166M | 0.01% | 1107 |
|
|
2019
Q2 | $172M | Sell |
1,301,823
-355,982
| -21% | -$46.9M | 0.15% | 143 |
|
|
2019
Q1 | $224M | Buy |
+1,657,805
| New | +$224M | 0.2% | 108 |
|
|
2018
Q4 | – | Sell |
-827,176
| Closed | -$120M | – | 3472 |
|
|
2018
Q3 | $120M | Sell |
827,176
-667,244
| -45% | -$96.5M | 0.12% | 177 |
|
|
2018
Q2 | $200M | Sell |
1,494,420
-87,132
| -6% | -$11.6M | 0.22% | 79 |
|
|
2018
Q1 | $232M | Sell |
1,581,552
-1,676,947
| -51% | -$246M | 0.25% | 59 |
|
|
2017
Q4 | $478M | Buy |
3,258,499
+2,099,858
| +181% | +$308M | 0.53% | 19 |
|
|
2017
Q3 | $161M | Sell |
1,158,641
-1,686,793
| -59% | -$234M | 0.19% | 96 |
|
|
2017
Q2 | $418M | Buy |
2,845,434
+728,644
| +34% | +$107M | 0.53% | 16 |
|
|
2017
Q1 | $352M | Buy |
+2,116,790
| New | +$352M | 0.49% | 19 |
|
|
2015
Q1 | – | Sell |
-704,167
| Closed | -$108M | – | 3251 |
|
|
2014
Q4 | $108M | Buy |
704,167
+657,306
| +1,403% | +$101M | 0.26% | 51 |
|
|
2014
Q3 | $8.5M | Sell |
46,861
-1,678,830
| -97% | -$305M | 0.02% | 859 |
|
|
2014
Q2 | $299M | Buy |
1,725,691
+1,513,447
| +713% | +$262M | 0.7% | 13 |
|
|
2014
Q1 | $39.1M | Sell |
212,244
-454,372
| -68% | -$83.6M | 0.09% | 240 |
|
|
2013
Q4 | $120M | Sell |
666,616
-2,295,028
| -77% | -$412M | 0.29% | 62 |
|
|
2013
Q3 | $524M | Buy |
2,961,644
+1,806,755
| +156% | +$320M | 1.27% | 3 |
|
|
2013
Q2 | $211M | Buy |
+1,154,889
| New | +$211M | 0.55% | 19 |
|