LVM Capital 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 | $3.45M | Hold |
11,700
| – | – | 0.36% | 52 |
|
|
2025
Q1 | $2.91M | Sell |
11,700
-282
| -2% | -$70.1K | 0.32% | 54 |
|
|
2024
Q4 | $2.63M | Buy |
11,982
+678
| +6% | +$149K | 0.28% | 53 |
|
|
2024
Q3 | $1.96M | Hold |
11,304
| – | – | 0.22% | 55 |
|
|
2024
Q2 | $1.96M | Sell |
11,304
-25
| -0.2% | -$4.32K | 0.22% | 55 |
|
|
2024
Q1 | $2.16M | Buy |
11,329
+135
| +1% | +$25.8K | 0.26% | 52 |
|
|
2023
Q4 | $1.83M | Sell |
11,194
-515
| -4% | -$84.2K | 0.23% | 55 |
|
|
2023
Q3 | $1.64M | Sell |
11,709
-1,825
| -13% | -$256K | 0.23% | 55 |
|
|
2023
Q2 | $1.81M | Buy |
13,534
+130
| +1% | +$17.4K | 0.24% | 53 |
|
|
2023
Q1 | $1.76M | Buy |
13,404
+1,462
| +12% | +$192K | 0.24% | 55 |
|
|
2022
Q4 | $1.68M | Buy |
11,942
+555
| +5% | +$78.2K | 0.24% | 56 |
|
|
2022
Q3 | $1.35M | Buy |
11,387
+5,770
| +103% | +$686K | 0.21% | 59 |
|
|
2022
Q2 | $793K | Buy |
5,617
+2,120
| +61% | +$299K | 0.12% | 72 |
|
|
2022
Q1 | $455K | Buy |
3,497
+741
| +27% | +$96.4K | 0.06% | 100 |
|
|
2021
Q4 | $368K | Sell |
2,756
-508
| -16% | -$67.8K | 0.05% | 96 |
|
|
2021
Q3 | $433K | Buy |
3,264
+428
| +15% | +$56.8K | 0.07% | 90 |
|
|
2021
Q2 | $397K | Hold |
2,836
| – | – | 0.06% | 93 |
|
|
2021
Q1 | $361K | Buy |
2,836
+419
| +17% | +$53.3K | 0.06% | 90 |
|
|
2020
Q4 | $291K | Buy |
2,417
+107
| +5% | +$12.9K | 0.05% | 99 |
|
|
2020
Q3 | $269K | Hold |
2,310
| – | – | 0.05% | 92 |
|
|
2020
Q2 | $267K | Hold |
2,310
| – | – | 0.05% | 93 |
|
|
2020
Q1 | $245K | Sell |
2,310
-14
| -0.6% | -$1.49K | 0.06% | 86 |
|
|
2019
Q4 | $298K | Buy |
2,324
+433
| +23% | +$55.5K | 0.06% | 91 |
|
|
2019
Q3 | $263K | Hold |
1,891
| – | – | 0.06% | 96 |
|
|
2019
Q2 | $249K | Sell |
1,891
-586
| -24% | -$77.2K | 0.06% | 95 |
|
|
2019
Q1 | $334K | Sell |
2,477
-94
| -4% | -$12.7K | 0.08% | 86 |
|
|
2018
Q4 | $279K | Sell |
2,571
-52
| -2% | -$5.64K | 0.07% | 89 |
|
|
2018
Q3 | $379K | Buy |
2,623
+209
| +9% | +$30.2K | 0.09% | 83 |
|
|
2018
Q2 | $322K | Buy |
2,414
+188
| +8% | +$25.1K | 0.08% | 88 |
|
|
2018
Q1 | $326K | Sell |
2,226
-627
| -22% | -$91.8K | 0.08% | 85 |
|
|
2017
Q4 | $419K | Sell |
2,853
-245
| -8% | -$36K | 0.09% | 77 |
|
|
2017
Q3 | $430K | Hold |
3,098
| – | – | 0.1% | 72 |
|
|
2017
Q2 | $456K | Sell |
3,098
-35
| -1% | -$5.15K | 0.12% | 67 |
|
|
2017
Q1 | $522K | Hold |
3,133
| – | – | 0.13% | 64 |
|
|
2016
Q4 | $497K | Sell |
3,133
-2,994
| -49% | -$475K | 0.14% | 64 |
|
|
2016
Q3 | $1.06M | Buy |
6,127
+2,952
| +93% | +$512K | 0.34% | 47 |
|
|
2016
Q2 | $461K | Sell |
3,175
-34
| -1% | -$4.94K | 0.13% | 65 |
|
|
2016
Q1 | $465K | Sell |
3,209
-1,083
| -25% | -$157K | 0.15% | 62 |
|
|
2015
Q4 | $565K | Sell |
4,292
-146
| -3% | -$19.2K | 0.2% | 55 |
|
|
2015
Q3 | $615K | Hold |
4,438
| – | – | 0.22% | 54 |
|
|
2015
Q2 | $690K | Sell |
4,438
-84
| -2% | -$13.1K | 0.23% | 51 |
|
|
2015
Q1 | $694K | Sell |
4,522
-298
| -6% | -$45.7K | 0.23% | 52 |
|
|
2014
Q4 | $739K | Sell |
4,820
-1,307
| -21% | -$200K | 0.25% | 51 |
|
|
2014
Q3 | $1.11M | Hold |
6,127
| – | – | 0.37% | 46 |
|
|
2014
Q2 | $1.06M | Sell |
6,127
-184
| -3% | -$31.9K | 0.34% | 47 |
|
|
2014
Q1 | $1.16M | Buy |
6,311
+1,046
| +20% | +$192K | 0.41% | 45 |
|
|
2013
Q4 | $944K | Sell |
5,265
-1,046
| -17% | -$188K | 0.34% | 49 |
|
|
2013
Q3 | $1.12M | Hold |
6,311
| – | – | 0.42% | 47 |
|
|
2013
Q2 | $1.15M | Buy |
+6,311
| New | +$1.15M | 0.46% | 45 |
|