Lockheed Martin 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 | $8.99M | Buy |
30,500
+16,500
| +118% | +$4.86M | 0.33% | 58 |
|
|
2025
Q1 | $3.48M | Buy |
+14,000
| New | +$3.48M | 0.14% | 87 |
|
|
2024
Q4 | – | Sell |
-14,500
| Closed | -$3.21M | – | 107 |
|
|
2024
Q3 | $3.21M | Buy |
14,500
+12,700
| +706% | +$2.81M | 0.15% | 77 |
|
|
2024
Q2 | $311K | Buy |
+1,800
| New | +$311K | 0.02% | 139 |
|
|
2018
Q2 | – | Sell |
-4,519
| Closed | -$663K | – | 109 |
|
|
2018
Q1 | $663K | Hold |
4,519
| – | – | 0.03% | 104 |
|
|
2017
Q4 | $663K | Sell |
4,519
-4,644
| -51% | -$681K | 0.03% | 113 |
|
|
2017
Q3 | $1.27M | Buy |
+9,163
| New | +$1.27M | 0.07% | 97 |
|
|
2017
Q2 | – | Sell |
-14,722
| Closed | -$2.45M | – | 134 |
|
|
2017
Q1 | $2.45M | Buy |
14,722
+2,819
| +24% | +$469K | 0.14% | 73 |
|
|
2016
Q4 | $1.89M | Buy |
11,903
+3,117
| +35% | +$495K | 0.16% | 68 |
|
|
2016
Q3 | $1.33M | Buy |
+8,786
| New | +$1.33M | 0.12% | 94 |
|
|
2015
Q4 | – | Sell |
-15,062
| Closed | -$2.09M | – | 96 |
|
|
2015
Q3 | $2.09M | Buy |
15,062
+5,857
| +64% | +$812K | 0.23% | 46 |
|
|
2015
Q2 | $1.43M | Sell |
9,205
-32,426
| -78% | -$5.04M | 0.07% | 78 |
|
|
2015
Q1 | $6.39M | Buy |
41,631
+33,263
| +398% | +$5.1M | 0.31% | 40 |
|
|
2014
Q4 | $1.28M | Buy |
8,368
+1,046
| +14% | +$161K | 0.05% | 84 |
|
|
2014
Q3 | $1.33M | Hold |
7,322
| – | – | 0.06% | 87 |
|
|
2014
Q2 | $1.27M | Sell |
7,322
-60,668
| -89% | -$10.5M | 0.06% | 95 |
|
|
2014
Q1 | $12.5M | Buy |
67,990
+53,660
| +374% | +$9.87M | 0.64% | 26 |
|
|
2013
Q4 | $2.57M | Sell |
14,330
-49,162
| -77% | -$8.82M | 0.14% | 74 |
|
|
2013
Q3 | $11.2M | Buy |
63,492
+60,354
| +1,923% | +$10.7M | 0.64% | 25 |
|
|
2013
Q2 | $573K | Buy |
+3,138
| New | +$573K | 0.03% | 41 |
|