LK
Lumbard & Kellner’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
950
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $236K | Hold |
950
| – | – | 0.1% | 75 |
|
|
2024
Q4 | $209K | Hold |
950
| – | – | 0.09% | 76 |
|
|
2024
Q3 | $210K | Buy |
+950
| New | +$210K | 0.09% | 76 |
|
|
2021
Q4 | – | Sell |
-1,450
| Closed | -$201K | – | 103 |
|
|
2021
Q3 | $201K | Hold |
1,450
| – | – | 0.08% | 91 |
|
|
2021
Q2 | $213K | Hold |
1,450
| – | – | 0.08% | 90 |
|
|
2021
Q1 | $206K | Buy |
+1,450
| New | +$206K | 0.07% | 94 |
|
|
2019
Q1 | – | Sell |
-26,313
| Closed | -$2.99M | – | 80 |
|
|
2018
Q4 | $2.99M | Sell |
26,313
-150
| -0.6% | -$17.1K | 1.81% | 21 |
|
|
2018
Q3 | $4M | Sell |
26,463
-120
| -0.5% | -$18.1K | 2.09% | 19 |
|
|
2018
Q2 | $3.71M | Buy |
26,583
+40
| +0.2% | +$5.59K | 2.17% | 18 |
|
|
2018
Q1 | $4.07M | Buy |
26,543
+620
| +2% | +$95.1K | 2.33% | 15 |
|
|
2017
Q4 | $3.98M | Sell |
25,923
-395
| -2% | -$60.6K | 2.04% | 20 |
|
|
2017
Q3 | $3.82M | Buy |
26,318
+425
| +2% | +$61.7K | 2.08% | 19 |
|
|
2017
Q2 | $3.98M | Sell |
25,893
-731
| -3% | -$112K | 2.28% | 16 |
|
|
2017
Q1 | $4.64M | Buy |
26,624
+790
| +3% | +$138K | 2.74% | 9 |
|
|
2016
Q4 | $4.29M | Buy |
25,834
+560
| +2% | +$93K | 2.79% | 10 |
|
|
2016
Q3 | $4.02M | Hold |
25,274
| – | – | 2.76% | 12 |
|
|
2016
Q2 | $3.84M | Sell |
25,274
-1,020
| -4% | -$155K | 2.82% | 13 |
|
|
2016
Q1 | $3.98M | Sell |
26,294
-60
| -0.2% | -$9.09K | 2.92% | 12 |
|
|
2015
Q4 | $3.63M | Buy |
26,354
+46
| +0.2% | +$6.33K | 2.67% | 13 |
|
|
2015
Q3 | $3.81M | Buy |
26,308
+470
| +2% | +$68.1K | 3.03% | 12 |
|
|
2015
Q2 | $4.2M | Buy |
25,838
+20
| +0.1% | +$3.25K | 3% | 10 |
|
|
2015
Q1 | $4.14M | Buy |
25,818
+220
| +0.9% | +$35.3K | 2.98% | 10 |
|
|
2014
Q4 | $4.11M | Buy |
25,598
+128
| +0.5% | +$20.5K | 2.9% | 9 |
|
|
2014
Q3 | $4.84M | Buy |
25,470
+590
| +2% | +$112K | 3.42% | 4 |
|
|
2014
Q2 | $4.51M | Buy |
24,880
+1,385
| +6% | +$251K | 3.22% | 6 |
|
|
2014
Q1 | $4.41M | Hold |
23,495
| – | – | 3.78% | 5 |
|
|
2013
Q4 | $4.41M | Buy |
+23,495
| New | +$4.41M | 3.78% | 5 |
|