Kayne Anderson Rudnick Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $30.1M | Sell |
102,116
-5,133
| -5% | -$1.51M | 0.07% | 167 |
|
2025
Q1 | $26.7M | Sell |
107,249
-14,560
| -12% | -$3.62M | 0.07% | 177 |
|
2024
Q4 | $26.8M | Sell |
121,809
-40,106
| -25% | -$8.82M | 0.06% | 181 |
|
2024
Q3 | $35.8M | Buy |
161,915
+5,554
| +4% | +$1.23M | 0.08% | 159 |
|
2024
Q2 | $27M | Buy |
156,361
+10,330
| +7% | +$1.79M | 0.07% | 180 |
|
2024
Q1 | $27.9M | Buy |
146,031
+500
| +0.3% | +$95.5K | 0.06% | 176 |
|
2023
Q4 | $23.8M | Sell |
145,531
-6,450
| -4% | -$1.05M | 0.06% | 184 |
|
2023
Q3 | $21.3M | Sell |
151,981
-7,455
| -5% | -$1.05M | 0.06% | 180 |
|
2023
Q2 | $21.3M | Sell |
159,436
-865
| -0.5% | -$116K | 0.06% | 188 |
|
2023
Q1 | $21M | Sell |
160,301
-2,421
| -1% | -$317K | 0.06% | 190 |
|
2022
Q4 | $22.9M | Buy |
162,722
+24,019
| +17% | +$3.38M | 0.07% | 180 |
|
2022
Q3 | $16.5M | Buy |
138,703
+2,456
| +2% | +$292K | 0.05% | 201 |
|
2022
Q2 | $19.2M | Buy |
136,247
+3,742
| +3% | +$528K | 0.06% | 184 |
|
2022
Q1 | $17.2M | Buy |
132,505
+2,384
| +2% | +$310K | 0.05% | 201 |
|
2021
Q4 | $17.4M | Sell |
130,121
-11,016
| -8% | -$1.47M | 0.04% | 214 |
|
2021
Q3 | $18.7M | Sell |
141,137
-799
| -0.6% | -$106K | 0.05% | 193 |
|
2021
Q2 | $19.9M | Sell |
141,936
-1,124
| -0.8% | -$158K | 0.05% | 193 |
|
2021
Q1 | $18.2M | Buy |
143,060
+5,464
| +4% | +$696K | 0.05% | 190 |
|
2020
Q4 | $16.6M | Sell |
137,596
-12,359
| -8% | -$1.49M | 0.05% | 197 |
|
2020
Q3 | $17.4M | Buy |
149,955
+84,008
| +127% | +$9.77M | 0.06% | 176 |
|
2020
Q2 | $7.61M | Buy |
65,947
+7,062
| +12% | +$815K | 0.03% | 206 |
|
2020
Q1 | $6.25M | Buy |
58,885
+15,583
| +36% | +$1.65M | 0.04% | 204 |
|
2019
Q4 | $5.55M | Buy |
43,302
+42,884
| +10,259% | +$5.5M | 0.03% | 219 |
|
2019
Q3 | $58K | Hold |
418
| – | – | ﹤0.01% | 369 |
|
2019
Q2 | $55K | Buy |
+418
| New | +$55K | ﹤0.01% | 364 |
|
2016
Q4 | – | Sell |
-2,609
| Closed | -$396K | – | 337 |
|
2016
Q3 | $396K | Buy |
2,609
+99
| +4% | +$15K | ﹤0.01% | 316 |
|
2016
Q2 | $364K | Hold |
2,510
| – | – | 0.01% | 314 |
|
2016
Q1 | $363K | Sell |
2,510
-105
| -4% | -$15.2K | 0.01% | 301 |
|
2015
Q4 | $344K | Hold |
2,615
| – | – | 0.01% | 310 |
|
2015
Q3 | $362K | Hold |
2,615
| – | – | 0.01% | 300 |
|
2015
Q2 | $407K | Sell |
2,615
-105
| -4% | -$16.3K | 0.01% | 280 |
|
2015
Q1 | $417K | Hold |
2,720
| – | – | 0.01% | 280 |
|
2014
Q4 | $417K | Hold |
2,720
| – | – | 0.01% | 290 |
|
2014
Q3 | $494K | Sell |
2,720
-73
| -3% | -$13.3K | 0.01% | 274 |
|
2014
Q2 | $484K | Hold |
2,793
| – | – | 0.01% | 275 |
|
2014
Q1 | $514K | Sell |
2,793
-8,477
| -75% | -$1.56M | 0.01% | 266 |
|
2013
Q4 | $2.02M | Sell |
11,270
-71,770
| -86% | -$12.9M | 0.03% | 195 |
|
2013
Q3 | $14.7M | Sell |
83,040
-377
| -0.5% | -$66.7K | 0.28% | 96 |
|
2013
Q2 | $15.2M | Buy |
+83,417
| New | +$15.2M | 0.31% | 86 |
|