MAI Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.1M | Buy |
87,151
+2,463
| +3% | +$666K | 0.12% | 160 |
|
|
2025
Q4 | $25.1M | Buy |
84,688
+6,263
| +8% | +$1.88M | 0.14% | 133 |
|
|
2025
Q3 | $22.1M | Buy |
78,425
+14,733
| +23% | +$3.86M | 0.14% | 138 |
|
|
2025
Q2 | $18.8M | Buy |
63,692
+493
| +0.8% | +$127K | 0.13% | 147 |
|
|
2025
Q1 | $15.7M | Buy |
63,199
+494
| +0.8% | +$121K | 0.12% | 160 |
|
|
2024
Q4 | $13.8M | Buy |
62,705
+8,328
| +15% | +$1.85M | 0.1% | 170 |
|
|
2024
Q3 | $12M | Sell |
54,377
-3,782
| -7% | -$742K | 0.11% | 137 |
|
|
2024
Q2 | $10.1M | Buy |
58,159
+9,054
| +18% | +$1.57M | 0.1% | 157 |
|
|
2024
Q1 | $9.38M | Buy |
49,105
+17,869
| +57% | +$3.26M | 0.1% | 167 |
|
|
2023
Q4 | $5.11M | Buy |
31,236
+1,138
| +4% | +$172K | 0.07% | 197 |
|
|
2023
Q3 | $4.22M | Buy |
30,098
+1,387
| +5% | +$197K | 0.06% | 209 |
|
|
2023
Q2 | $3.84M | Sell |
28,711
-3,777
| -12% | -$487K | 0.06% | 217 |
|
|
2023
Q1 | $4.26M | Buy |
32,488
+1,033
| +3% | +$138K | 0.07% | 200 |
|
|
2022
Q4 | $4.43M | Buy |
31,455
+1,186
| +4% | +$164K | 0.07% | 192 |
|
|
2022
Q3 | $3.6M | Buy |
30,269
+9
| +0% | +$1.18K | 0.07% | 199 |
|
|
2022
Q2 | $4.27M | Buy |
30,260
+3,263
| +12% | +$440K | 0.08% | 179 |
|
|
2022
Q1 | $3.51M | Sell |
26,997
-1,207
| -4% | -$157K | 0.06% | 192 |
|
|
2021
Q4 | $3.77M | Sell |
28,204
-4,512
| -14% | -$566K | 0.06% | 191 |
|
|
2021
Q3 | $4.34M | Buy |
32,716
+1,842
| +6% | +$246K | 0.08% | 154 |
|
|
2021
Q2 | $4.33M | Buy |
30,874
+2,105
| +7% | +$288K | 0.09% | 158 |
|
|
2021
Q1 | $3.67M | Sell |
28,769
-1,628
| -5% | -$195K | 0.08% | 157 |
|
|
2020
Q4 | $3.66M | Buy |
30,397
+5,967
| +24% | +$690K | 0.09% | 153 |
|
|
2020
Q3 | $2.84M | Sell |
24,430
-1,745
| -7% | -$205K | 0.08% | 155 |
|
|
2020
Q2 | $3.02M | Sell |
26,175
-326
| -1% | -$37.9K | 0.09% | 140 |
|
|
2020
Q1 | $2.81M | Sell |
26,501
-854
| -3% | -$108K | 0.11% | 133 |
|
|
2019
Q4 | $3.5M | Buy |
27,355
+15,286
| +127% | +$1.99M | 0.11% | 138 |
|
|
2019
Q3 | $1.68M | Buy |
12,069
+1,133
| +10% | +$153K | 0.07% | 177 |
|
|
2019
Q2 | $1.44M | Buy |
10,936
+473
| +5% | +$62.1K | 0.07% | 202 |
|
|
2019
Q1 | $1.41M | Buy |
10,463
+165
| +2% | +$21K | 0.07% | 183 |
|
|
2018
Q4 | $1.12M | Sell |
10,298
-114
| -1% | -$13.7K | 0.07% | 201 |
|
|
2018
Q3 | $1.5M | Sell |
10,412
-176
| -2% | -$24.6K | 0.08% | 182 |
|
|
2018
Q2 | $1.41M | Sell |
10,588
-1,738
| -14% | -$242K | 0.08% | 184 |
|
|
2018
Q1 | $1.81M | Buy |
12,326
+148
| +1% | +$22.4K | 0.1% | 166 |
|
|
2017
Q4 | $1.79M | Buy |
12,178
+947
| +8% | +$138K | 0.1% | 163 |
|
|
2017
Q3 | $1.56M | Sell |
11,231
-248
| -2% | -$34.5K | 0.09% | 162 |
|
|
2017
Q2 | $1.69M | Buy |
11,479
+125
| +1% | +$18.8K | 0.11% | 151 |
|
|
2017
Q1 | $1.89M | Sell |
11,354
-63
| -0.6% | -$10.6K | 0.13% | 142 |
|
|
2016
Q4 | $1.81M | Sell |
11,417
-45
| -0.4% | -$6.85K | 0.13% | 139 |
|
|
2016
Q3 | $1.74M | Buy |
11,462
+952
| +9% | +$144K | 0.13% | 136 |
|
|
2016
Q2 | $1.52M | Sell |
10,510
-157
| -1% | -$22.5K | 0.12% | 143 |
|
|
2016
Q1 | $1.54M | Buy |
10,667
+1,130
| +12% | +$144K | 0.12% | 146 |
|
|
2015
Q4 | $1.25M | Sell |
9,537
-1,345
| -12% | -$181K | 0.1% | 157 |
|
|
2015
Q3 | $1.51M | Sell |
10,882
-193
| -2% | -$28.5K | 0.11% | 162 |
|
|
2015
Q2 | $1.72M | Sell |
11,075
-276
| -2% | -$44.4K | 0.11% | 164 |
|
|
2015
Q1 | $1.74M | Sell |
11,351
-517
| -4% | -$78.4K | 0.12% | 152 |
|
|
2014
Q4 | $1.82M | Sell |
11,868
-1,138
| -9% | -$181K | 0.13% | 141 |
|
|
2014
Q3 | $2.36M | Buy |
13,006
+62
| +0.5% | +$11.3K | 0.23% | 105 |
|
|
2014
Q2 | $2.24M | Sell |
12,944
-3,642
| -22% | -$655K | 0.22% | 98 |
|
|
2014
Q1 | $3.05M | Sell |
16,586
-50,862
| -75% | -$8.95M | 0.31% | 80 |
|
|
2013
Q4 | $12.1M | Buy |
67,448
+3,555
| +6% | +$613K | 1.28% | 22 |
|
|
2013
Q3 | $11.3M | Buy |
63,893
+5,128
| +9% | +$932K | 1.47% | 19 |
|
|
2013
Q2 | $10.7M | Buy |
+58,765
| New | +$11.4M | 1.4% | 19 |
|
Other funds holding IBM
VCM
VPM
