Lumbard & Kellner’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $209K | Hold |
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|
2024
Q3 | $210K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $206K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.99M | Sell |
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|
2018
Q3 | $4M | Sell |
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|
2018
Q2 | $3.71M | Buy |
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|
2018
Q1 | $4.07M | Buy |
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|
2017
Q4 | $3.98M | Sell |
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|
2017
Q3 | $3.82M | Buy |
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|
2017
Q2 | $3.98M | Sell |
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|
2017
Q1 | $4.64M | Buy |
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|
2016
Q4 | $4.29M | Buy |
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|
2016
Q3 | $4.01M | Hold |
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|
2016
Q2 | $3.84M | Sell |
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|
2016
Q1 | $3.98M | Sell |
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|
2015
Q4 | $3.63M | Buy |
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|
2015
Q3 | $3.81M | Buy |
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|
2015
Q2 | $4.2M | Buy |
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|
2015
Q1 | $4.14M | Buy |
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|
2014
Q4 | $4.11M | Buy |
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|
2014
Q3 | $4.83M | Buy |
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|
2014
Q2 | $4.51M | Buy |
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|
2014
Q1 | $4.41M | Hold |
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|
2013
Q4 | $4.41M | Buy |
|