Mercer Global Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-223,963
| Closed | -$53.5M | – | 2279 |
|
|
2025
Q1 | $53.5M | Buy |
223,963
+5,490
| +3% | +$1.31M | 0.12% | 101 |
|
|
2024
Q4 | $45.9M | Buy |
218,473
+5,750
| +3% | +$1.21M | 0.11% | 108 |
|
|
2024
Q3 | $46.7M | Buy |
212,723
+12,864
| +6% | +$2.82M | 0.11% | 113 |
|
|
2024
Q2 | $33.2M | Buy |
199,859
+6,885
| +4% | +$1.14M | 0.09% | 137 |
|
|
2024
Q1 | $36.9M | Buy |
192,974
+37,717
| +24% | +$7.2M | 0.1% | 129 |
|
|
2023
Q4 | $25.4M | Buy |
155,257
+5,106
| +3% | +$835K | 0.08% | 164 |
|
|
2023
Q3 | $21.1M | Buy |
150,151
+624
| +0.4% | +$87.5K | 0.08% | 157 |
|
|
2023
Q2 | $20M | Buy |
149,527
+5,404
| +4% | +$723K | 0.08% | 176 |
|
|
2023
Q1 | $18.9M | Sell |
144,123
-15,259
| -10% | -$2M | 0.09% | 169 |
|
|
2022
Q4 | $22.5M | Buy |
159,382
+10,675
| +7% | +$1.5M | 0.11% | 148 |
|
|
2022
Q3 | $17.7M | Buy |
148,707
+19,026
| +15% | +$2.26M | 0.1% | 151 |
|
|
2022
Q2 | $18.3M | Buy |
129,681
+12,850
| +11% | +$1.81M | 0.11% | 145 |
|
|
2022
Q1 | $15.2M | Buy |
116,831
+21,522
| +23% | +$2.8M | 0.09% | 168 |
|
|
2021
Q4 | $12.7M | Sell |
95,309
-307
| -0.3% | -$41K | 0.08% | 187 |
|
|
2021
Q3 | $13.3M | Buy |
95,616
+19,200
| +25% | +$2.67M | 0.09% | 178 |
|
|
2021
Q2 | $11.2M | Buy |
76,416
+8,260
| +12% | +$1.21M | 0.09% | 180 |
|
|
2021
Q1 | $9.08M | Buy |
68,156
+8,143
| +14% | +$1.09M | 0.08% | 192 |
|
|
2020
Q4 | $7.55M | Buy |
60,013
+412
| +0.7% | +$51.9K | 0.09% | 164 |
|
|
2020
Q3 | $7.25M | Sell |
59,601
-710
| -1% | -$86.4K | 0.11% | 141 |
|
|
2020
Q2 | $7.28M | Sell |
60,311
-15,293
| -20% | -$1.85M | 0.13% | 115 |
|
|
2020
Q1 | $8.39M | Buy |
75,604
+14,018
| +23% | +$1.56M | 0.18% | 103 |
|
|
2019
Q4 | $8.26M | Sell |
61,586
-892
| -1% | -$120K | 0.16% | 117 |
|
|
2019
Q3 | $9.09M | Buy |
62,478
+7,104
| +13% | +$1.03M | 0.21% | 96 |
|
|
2019
Q2 | $7.64M | Buy |
55,374
+11,665
| +27% | +$1.61M | 0.2% | 100 |
|
|
2019
Q1 | $6.17M | Buy |
+43,709
| New | +$6.17M | 0.22% | 85 |
|