MIM
Montgomery Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
37,492
-400
| -1% | -$118K | 4.28% | 5 |
|
|
2025
Q1 | $9.42M | Sell |
37,892
-114
| -0.3% | -$28.3K | 3.75% | 8 |
|
|
2024
Q4 | $8.35M | Sell |
38,006
-150
| -0.4% | -$33K | 3.29% | 9 |
|
|
2024
Q3 | $8.44M | Hold |
38,156
| – | – | 3.05% | 11 |
|
|
2024
Q2 | $6.6M | Hold |
38,156
| – | – | 2.61% | 13 |
|
|
2024
Q1 | $7.29M | Sell |
38,156
-13,033
| -25% | -$2.49M | 2.78% | 13 |
|
|
2023
Q4 | $8.37M | Sell |
51,189
-1,578
| -3% | -$258K | 2.57% | 13 |
|
|
2023
Q3 | $7.4M | Sell |
52,767
-1,990
| -4% | -$279K | 2.55% | 14 |
|
|
2023
Q2 | $7.33M | Sell |
54,757
-1,690
| -3% | -$226K | 2.46% | 15 |
|
|
2023
Q1 | $7.4M | Sell |
56,447
-1,050
| -2% | -$138K | 2.61% | 15 |
|
|
2022
Q4 | $8.1M | Sell |
57,497
-60
| -0.1% | -$8.45K | 2.88% | 13 |
|
|
2022
Q3 | $6.84M | Buy |
57,557
+90
| +0.2% | +$10.7K | 2.8% | 15 |
|
|
2022
Q2 | $8.11M | Sell |
57,467
-502
| -0.9% | -$70.9K | 3.28% | 11 |
|
|
2022
Q1 | $7.54M | Sell |
57,969
-1,658
| -3% | -$216K | 2.58% | 17 |
|
|
2021
Q4 | $7.97M | Sell |
59,627
-100
| -0.2% | -$13.4K | 2.68% | 14 |
|
|
2021
Q3 | $8.3M | Buy |
59,727
+800
| +1% | +$111K | 3.1% | 13 |
|
|
2021
Q2 | $8.64M | Sell |
58,927
-2,100
| -3% | -$308K | 3.2% | 11 |
|
|
2021
Q1 | $8.13M | Sell |
61,027
-60
| -0.1% | -$8K | 3.11% | 11 |
|
|
2020
Q4 | $7.69M | Sell |
61,087
-3,416
| -5% | -$430K | 3.53% | 9 |
|
|
2020
Q3 | $7.85M | Sell |
64,503
-2,700
| -4% | -$329K | 4.12% | 8 |
|
|
2020
Q2 | $8.12M | Sell |
67,203
-7,040
| -9% | -$850K | 4.41% | 6 |
|
|
2020
Q1 | $8.24M | Hold |
74,243
| – | – | 5.37% | 4 |
|
|
2019
Q4 | $9.95M | Sell |
74,243
-360
| -0.5% | -$48.3K | 4.06% | 4 |
|
|
2019
Q3 | $10.8M | Sell |
74,603
-110
| -0.1% | -$16K | 4.64% | 4 |
|
|
2019
Q2 | $10.3M | Sell |
74,713
-2,090
| -3% | -$288K | 4.51% | 4 |
|
|
2019
Q1 | $10.8M | Hold |
76,803
| – | – | 4.83% | 3 |
|
|
2018
Q4 | $8.73M | Sell |
76,803
-950
| -1% | -$108K | 4.43% | 4 |
|
|
2018
Q3 | $11.8M | Sell |
77,753
-100
| -0.1% | -$15.1K | 4.84% | 3 |
|
|
2018
Q2 | $10.9M | Buy |
77,853
+25
| +0% | +$3.49K | 4.48% | 5 |
|
|
2018
Q1 | $11.9M | Buy |
77,828
+50
| +0.1% | +$7.67K | 5.01% | 4 |
|
|
2017
Q4 | $11.9M | Buy |
77,778
+425
| +0.5% | +$65.2K | 4.84% | 4 |
|
|
2017
Q3 | $11.2M | Hold |
77,353
| – | – | 4.99% | 4 |
|
|
2017
Q2 | $11.9M | Sell |
77,353
-340
| -0.4% | -$52.3K | 5.44% | 3 |
|
|
2017
Q1 | $13.5M | Hold |
77,693
| – | – | 5.82% | 3 |
|
|
2016
Q4 | $12.9M | Sell |
77,693
-900
| -1% | -$149K | 5.54% | 3 |
|
|
2016
Q3 | $12.5M | Buy |
78,593
+1,000
| +1% | +$159K | 5.86% | 3 |
|
|
2016
Q2 | $11.8M | Sell |
77,593
-1,800
| -2% | -$273K | 5.71% | 3 |
|
|
2016
Q1 | $12M | Sell |
79,393
-845
| -1% | -$128K | 6.9% | 3 |
|
|
2015
Q4 | $11M | Sell |
80,238
-100
| -0.1% | -$13.8K | 6.24% | 3 |
|
|
2015
Q3 | $11.6M | Sell |
80,338
-40
| -0% | -$5.8K | 6.87% | 3 |
|
|
2015
Q2 | $13.1M | Buy |
80,378
+1,248
| +2% | +$203K | 6.69% | 3 |
|
|
2015
Q1 | $12.7M | Buy |
79,130
+140
| +0.2% | +$22.5K | 6.38% | 3 |
|
|
2014
Q4 | $12.7M | Buy |
78,990
+24,470
| +45% | +$3.93M | 6.06% | 4 |
|
|
2014
Q3 | $10.4M | Buy |
54,520
+6,333
| +13% | +$1.2M | 7.14% | 3 |
|
|
2014
Q2 | $8.74M | Sell |
48,187
-1,581
| -3% | -$287K | 6.67% | 3 |
|
|
2014
Q1 | $9.58M | Sell |
49,768
-415
| -0.8% | -$79.9K | 7.78% | 3 |
|
|
2013
Q4 | $9.41M | Sell |
50,183
-29,941
| -37% | -$5.62M | 7.67% | 3 |
|
|
2013
Q3 | $14.8M | Sell |
80,124
-655
| -0.8% | -$121K | 8.07% | 2 |
|
|
2013
Q2 | $15.4M | Buy |
+80,779
| New | +$15.4M | 8.45% | 2 |
|