Mackenzie Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383M | Buy |
1,300,058
+261,631
| +25% | +$77.1M | 0.5% | 50 |
|
|
2025
Q1 | $258M | Buy |
1,038,427
+595,194
| +134% | +$148M | 0.37% | 76 |
|
|
2024
Q4 | $97.4M | Buy |
443,233
+42,557
| +11% | +$9.36M | 0.13% | 150 |
|
|
2024
Q3 | $88.6M | Buy |
400,676
+10,826
| +3% | +$2.39M | 0.12% | 151 |
|
|
2024
Q2 | $67.4M | Sell |
389,850
-61,975
| -14% | -$10.7M | 0.1% | 177 |
|
|
2024
Q1 | $86.3M | Buy |
451,825
+35,300
| +8% | +$6.74M | 0.12% | 153 |
|
|
2023
Q4 | $68.1M | Sell |
416,525
-49,310
| -11% | -$8.06M | 0.1% | 168 |
|
|
2023
Q3 | $65.4M | Buy |
465,835
+47,509
| +11% | +$6.67M | 0.11% | 162 |
|
|
2023
Q2 | $55.9M | Buy |
418,326
+79,609
| +24% | +$10.6M | 0.08% | 197 |
|
|
2023
Q1 | $44.4M | Buy |
338,717
+84,600
| +33% | +$11.1M | 0.07% | 238 |
|
|
2022
Q4 | $35.8M | Buy |
254,117
+93,572
| +58% | +$13.2M | 0.06% | 241 |
|
|
2022
Q3 | $19.1M | Sell |
160,545
-105,388
| -40% | -$12.5M | 0.03% | 320 |
|
|
2022
Q2 | $37.5M | Buy |
265,933
+37,873
| +17% | +$5.35M | 0.06% | 244 |
|
|
2022
Q1 | $29.7M | Buy |
228,060
+11,767
| +5% | +$1.53M | 0.04% | 290 |
|
|
2021
Q4 | $28.9M | Buy |
216,293
+14,834
| +7% | +$1.98M | 0.04% | 304 |
|
|
2021
Q3 | $26.7M | Buy |
201,459
+20,500
| +11% | +$2.72M | 0.04% | 304 |
|
|
2021
Q2 | $26.5M | Sell |
180,959
-25,757
| -12% | -$3.78M | 0.04% | 299 |
|
|
2021
Q1 | $27.5M | Sell |
206,716
-8,790
| -4% | -$1.17M | 0.04% | 276 |
|
|
2020
Q4 | $27.1M | Buy |
215,506
+26,666
| +14% | +$3.36M | 0.06% | 232 |
|
|
2020
Q3 | $23M | Sell |
188,840
-14,400
| -7% | -$1.75M | 0.06% | 222 |
|
|
2020
Q2 | $24.5M | Sell |
203,240
-6,791
| -3% | -$820K | 0.07% | 213 |
|
|
2020
Q1 | $23.3M | Sell |
210,031
-52,829
| -20% | -$5.86M | 0.07% | 206 |
|
|
2019
Q4 | $35.2M | Buy |
262,860
+35,090
| +15% | +$4.7M | 0.09% | 200 |
|
|
2019
Q3 | $33.1M | Buy |
227,770
+21,283
| +10% | +$3.09M | 0.09% | 198 |
|
|
2019
Q2 | $28.5M | Sell |
206,487
-69,008
| -25% | -$9.52M | 0.07% | 213 |
|
|
2019
Q1 | $38.9M | Buy |
275,495
+203,474
| +283% | +$28.7M | 0.09% | 201 |
|
|
2018
Q4 | $8.19M | Sell |
72,021
-249,687
| -78% | -$28.4M | 0.02% | 407 |
|
|
2018
Q3 | $48.6M | Sell |
321,708
-304,559
| -49% | -$46.1M | 0.12% | 169 |
|
|
2018
Q2 | $87.5M | Sell |
626,267
-23,891
| -4% | -$3.34M | 0.22% | 115 |
|
|
2018
Q1 | $99.8M | Sell |
650,158
-2,929
| -0.4% | -$449K | 0.25% | 86 |
|
|
2017
Q4 | $100M | Buy |
653,087
+40,599
| +7% | +$6.23M | 0.24% | 86 |
|
|
2017
Q3 | $88.9M | Buy |
612,488
+18,983
| +3% | +$2.75M | 0.48% | 50 |
|
|
2017
Q2 | $91.3M | Buy |
593,505
+1,000
| +0.2% | +$154K | 0.51% | 46 |
|
|
2017
Q1 | $103M | Sell |
592,505
-5,802
| -1% | -$1.01M | 0.6% | 37 |
|
|
2016
Q4 | $99.3M | Sell |
598,307
-28,842
| -5% | -$4.79M | 0.59% | 39 |
|
|
2016
Q3 | $99.6M | Buy |
627,149
+283,951
| +83% | +$45.1M | 0.62% | 46 |
|
|
2016
Q2 | $52.1M | Buy |
343,198
+336,698
| +5,180% | +$51.1M | 0.29% | 88 |
|
|
2016
Q1 | $984K | Sell |
6,500
-4,453
| -41% | -$674K | 0.01% | 511 |
|
|
2015
Q4 | $1.51M | Hold |
10,953
| – | – | 0.01% | 465 |
|
|
2015
Q3 | $1.59M | Sell |
10,953
-1,030
| -9% | -$149K | 0.01% | 453 |
|
|
2015
Q2 | $1.95M | Sell |
11,983
-314
| -3% | -$51.1K | 0.01% | 433 |
|
|
2015
Q1 | $1.97M | Buy |
12,297
+214
| +2% | +$34.4K | 0.01% | 428 |
|
|
2014
Q4 | $1.94M | Sell |
12,083
-35
| -0.3% | -$5.62K | 0.01% | 415 |
|
|
2014
Q3 | $2.3M | Buy |
12,118
+1,042
| +9% | +$198K | 0.01% | 371 |
|
|
2014
Q2 | $2.01M | Sell |
11,076
-81,396
| -88% | -$14.8M | 0.01% | 405 |
|
|
2014
Q1 | $17.8M | Sell |
92,472
-69,918
| -43% | -$13.5M | 0.09% | 199 |
|
|
2013
Q4 | $30.5M | Sell |
162,390
-233,618
| -59% | -$43.8M | 0.15% | 144 |
|
|
2013
Q3 | $73.3M | Buy |
396,008
+112,083
| +39% | +$20.8M | 0.37% | 64 |
|
|
2013
Q2 | $54.3M | Buy |
+283,925
| New | +$54.3M | 0.26% | 99 |
|