Montgomery Investment 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
Q2 | $10.5M | Sell |
37,302
-200
| -0.5% | -$50.4K | 3.18% | 8 |
|
|
2026
Q1 | $9.09M | Buy |
37,502
+200
| +0.5% | +$54.1K | 3.1% | 9 |
|
|
2025
Q4 | $11M | Sell |
37,302
-190
| -0.5% | -$56.9K | 3.98% | 6 |
|
|
2025
Q3 | $10.6M | Hold |
37,492
| – | – | 3.72% | 7 |
|
|
2025
Q2 | $11.1M | Sell |
37,492
-400
| -1% | -$103K | 4.28% | 5 |
|
|
2025
Q1 | $9.42M | Sell |
37,892
-114
| -0.3% | -$27.9K | 3.75% | 8 |
|
|
2024
Q4 | $8.35M | Sell |
38,006
-150
| -0.4% | -$33.4K | 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% | -$2.38M | 2.78% | 13 |
|
|
2023
Q4 | $8.37M | Sell |
51,189
-1,578
| -3% | -$238K | 2.57% | 13 |
|
|
2023
Q3 | $7.4M | Sell |
52,767
-1,990
| -4% | -$283K | 2.55% | 14 |
|
|
2023
Q2 | $7.33M | Sell |
54,757
-1,690
| -3% | -$218K | 2.46% | 15 |
|
|
2023
Q1 | $7.4M | Sell |
56,447
-1,050
| -2% | -$140K | 2.61% | 15 |
|
|
2022
Q4 | $8.1M | Sell |
57,497
-60
| -0.1% | -$8.28K | 2.88% | 13 |
|
|
2022
Q3 | $6.84M | Buy |
57,557
+90
| +0.2% | +$11.8K | 2.8% | 15 |
|
|
2022
Q2 | $8.11M | Sell |
57,467
-502
| -0.9% | -$67.8K | 3.28% | 11 |
|
|
2022
Q1 | $7.54M | Sell |
57,969
-1,658
| -3% | -$216K | 2.58% | 17 |
|
|
2021
Q4 | $7.97M | Sell |
59,627
-2,847
| -5% | -$357K | 2.68% | 14 |
|
|
2021
Q3 | $8.3M | Buy |
62,474
+836
| +1% | +$112K | 3.1% | 13 |
|
|
2021
Q2 | $8.64M | Sell |
61,638
-2,196
| -3% | -$300K | 3.2% | 11 |
|
|
2021
Q1 | $8.13M | Sell |
63,834
-63
| -0.1% | -$7.54K | 3.11% | 11 |
|
|
2020
Q4 | $7.69M | Sell |
63,897
-3,573
| -5% | -$413K | 3.53% | 9 |
|
|
2020
Q3 | $7.85M | Sell |
67,470
-2,824
| -4% | -$332K | 4.12% | 8 |
|
|
2020
Q2 | $8.12M | Sell |
70,294
-7,364
| -9% | -$855K | 4.41% | 6 |
|
|
2020
Q1 | $8.24M | Hold |
77,658
| – | – | 5.37% | 4 |
|
|
2019
Q4 | $9.95M | Sell |
77,658
-377
| -0.5% | -$49K | 4.06% | 4 |
|
|
2019
Q3 | $10.8M | Sell |
78,035
-115
| -0.1% | -$15.5K | 4.64% | 4 |
|
|
2019
Q2 | $10.3M | Sell |
78,150
-2,186
| -3% | -$287K | 4.51% | 4 |
|
|
2019
Q1 | $10.8M | Hold |
80,336
| – | – | 4.83% | 3 |
|
|
2018
Q4 | $8.73M | Sell |
80,336
-994
| -1% | -$119K | 4.43% | 4 |
|
|
2018
Q3 | $11.8M | Sell |
81,330
-104
| -0.1% | -$14.5K | 4.84% | 3 |
|
|
2018
Q2 | $10.9M | Buy |
81,434
+26
| +0% | +$3.63K | 4.48% | 5 |
|
|
2018
Q1 | $11.9M | Buy |
81,408
+52
| +0.1% | +$7.87K | 5.01% | 4 |
|
|
2017
Q4 | $11.9M | Buy |
81,356
+445
| +0.5% | +$64.7K | 4.84% | 4 |
|
|
2017
Q3 | $11.2M | Hold |
80,911
| – | – | 4.99% | 4 |
|
|
2017
Q2 | $11.9M | Sell |
80,911
-356
| -0.4% | -$53.7K | 5.44% | 3 |
|
|
2017
Q1 | $13.5M | Hold |
81,267
| – | – | 5.82% | 3 |
|
|
2016
Q4 | $12.9M | Sell |
81,267
-941
| -1% | -$143K | 5.54% | 3 |
|
|
2016
Q3 | $12.5M | Buy |
82,208
+1,046
| +1% | +$159K | 5.86% | 3 |
|
|
2016
Q2 | $11.8M | Sell |
81,162
-1,883
| -2% | -$270K | 5.71% | 3 |
|
|
2016
Q1 | $12M | Sell |
83,045
-884
| -1% | -$113K | 6.9% | 3 |
|
|
2015
Q4 | $11M | Sell |
83,929
-105
| -0.1% | -$14.1K | 6.24% | 3 |
|
|
2015
Q3 | $11.6M | Sell |
84,034
-41
| -0% | -$6.05K | 6.87% | 3 |
|
|
2015
Q2 | $13.1M | Buy |
84,075
+1,305
| +2% | +$210K | 6.69% | 3 |
|
|
2015
Q1 | $12.7M | Buy |
82,770
+146
| +0.2% | +$22.1K | 6.38% | 3 |
|
|
2014
Q4 | $12.7M | Buy |
82,624
+25,596
| +45% | +$4.07M | 6.06% | 4 |
|
|
2014
Q3 | $10.3M | Buy |
57,028
+6,624
| +13% | +$1.21M | 7.14% | 3 |
|
|
2014
Q2 | $8.73M | Sell |
50,404
-1,653
| -3% | -$298K | 6.67% | 3 |
|
|
2014
Q1 | $9.58M | Sell |
52,057
-434
| -0.8% | -$76.4K | 7.78% | 3 |
|
|
2013
Q4 | $9.41M | Sell |
52,491
-31,319
| -37% | -$5.4M | 7.67% | 3 |
|
|
2013
Q3 | $14.8M | Sell |
83,810
-685
| -0.8% | -$125K | 8.07% | 2 |
|
|
2013
Q2 | $15.4M | Buy |
+84,495
| New | +$16.5M | 8.45% | 2 |
|
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