Main Street Research’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
1,377
-52
| -4% | -$15.3K | 0.03% | 83 |
|
|
2025
Q1 | $355K | Sell |
1,429
-230
| -14% | -$57.2K | 0.02% | 84 |
|
|
2024
Q4 | $365K | Buy |
1,659
+255
| +18% | +$56.1K | 0.02% | 83 |
|
|
2024
Q3 | $310K | Buy |
1,404
+26
| +2% | +$5.75K | 0.02% | 85 |
|
|
2024
Q2 | $238K | Buy |
1,378
+12
| +0.9% | +$2.08K | 0.02% | 90 |
|
|
2024
Q1 | $261K | Sell |
1,366
-278
| -17% | -$53.1K | 0.02% | 88 |
|
|
2023
Q4 | $269K | Buy |
+1,644
| New | +$269K | 0.02% | 90 |
|
|
2022
Q4 | – | Sell |
-1,703
| Closed | -$202K | – | 100 |
|
|
2022
Q3 | $202K | Buy |
+1,703
| New | +$202K | 0.04% | 92 |
|
|
2022
Q2 | – | Sell |
-2,879
| Closed | -$374K | – | 102 |
|
|
2022
Q1 | $374K | Buy |
2,879
+856
| +42% | +$111K | 0.04% | 84 |
|
|
2021
Q4 | $270K | Buy |
2,023
+298
| +17% | +$39.8K | 0.02% | 115 |
|
|
2021
Q3 | $229K | Buy |
1,725
+121
| +8% | +$16.1K | 0.02% | 126 |
|
|
2021
Q2 | $225K | Sell |
1,604
-550
| -26% | -$77.2K | 0.02% | 130 |
|
|
2021
Q1 | $274K | Buy |
+2,154
| New | +$274K | 0.03% | 107 |
|
|
2019
Q4 | – | Sell |
-11,797
| Closed | -$1.64M | – | 107 |
|
|
2019
Q3 | $1.64M | Sell |
11,797
-317
| -3% | -$44.1K | 0.31% | 40 |
|
|
2019
Q2 | $1.6M | Buy |
12,114
+152
| +1% | +$20K | 0.36% | 33 |
|
|
2019
Q1 | $1.61M | Buy |
+11,962
| New | +$1.61M | 0.51% | 28 |
|
|
2018
Q2 | – | Sell |
-3,100
| Closed | -$455K | – | 121 |
|
|
2018
Q1 | $455K | Buy |
3,100
+1,307
| +73% | +$192K | 0.07% | 70 |
|
|
2017
Q4 | $263K | Sell |
1,793
-340
| -16% | -$49.9K | 0.04% | 93 |
|
|
2017
Q3 | $296K | Sell |
2,133
-86
| -4% | -$11.9K | 0.05% | 92 |
|
|
2017
Q2 | $326K | Sell |
2,219
-82
| -4% | -$12K | 0.05% | 100 |
|
|
2017
Q1 | $383K | Buy |
2,301
+4
| +0.2% | +$666 | 0.07% | 84 |
|
|
2016
Q4 | $364K | Buy |
2,297
+176
| +8% | +$27.9K | 0.07% | 84 |
|
|
2016
Q3 | $322K | Buy |
2,121
+3
| +0.1% | +$455 | 0.06% | 88 |
|
|
2016
Q2 | $307K | Buy |
2,118
+549
| +35% | +$79.6K | 0.06% | 89 |
|
|
2016
Q1 | $227K | Sell |
1,569
-1,268
| -45% | -$183K | 0.06% | 88 |
|
|
2015
Q4 | $373K | Sell |
2,837
-105
| -4% | -$13.8K | 0.08% | 93 |
|
|
2015
Q3 | $394K | Buy |
2,942
+313
| +12% | +$41.9K | 0.09% | 87 |
|
|
2015
Q2 | $409K | Buy |
2,629
+307
| +13% | +$47.8K | 0.08% | 103 |
|
|
2015
Q1 | $356K | Buy |
2,322
+575
| +33% | +$88.2K | 0.08% | 107 |
|
|
2014
Q4 | $268K | Sell |
1,747
-458
| -21% | -$70.3K | 0.06% | 116 |
|
|
2014
Q3 | $400K | Hold |
2,205
| – | – | 0.09% | 108 |
|
|
2014
Q2 | $382K | Buy |
2,205
+20
| +0.9% | +$3.47K | 0.09% | 104 |
|
|
2014
Q1 | $402K | Sell |
2,185
-13,604
| -86% | -$2.5M | 0.1% | 104 |
|
|
2013
Q4 | $2.83M | Sell |
15,789
-14,053
| -47% | -$2.52M | 0.71% | 54 |
|
|
2013
Q3 | $5.28M | Sell |
29,842
-897
| -3% | -$159K | 1.43% | 27 |
|
|
2013
Q2 | $5.62M | Buy |
+30,739
| New | +$5.62M | 1.7% | 15 |
|