Morgan Stanley’s IBM IBM Stock Holding History

Morgan Stanley’s Portfolio IBM Stock Details IBM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.75B	Sell	16,123,577 -373,479	-2%	-$110M	0.31%	50
2025 Q1	$4.1B	Buy	16,497,056 +2,486,922	+18%	+$618M	0.29%	54
2024 Q4	$3.08B	Sell	14,010,134 -137,152	-1%	-$30.2M	0.22%	77
2024 Q3	$3.13B	Buy	14,147,286 +340,056	+2%	+$75.2M	0.23%	78
2024 Q2	$2.39B	Sell	13,807,230 -361,576	-3%	-$62.5M	0.18%	93
2024 Q1	$2.71B	Sell	14,168,806 -15,364,366	-52%	-$2.93B	0.22%	76
2023 Q4	$4.83B	Buy	29,533,172 +13,275,383	+82%	+$2.17B	0.21%	86
2023 Q3	$2.28B	Buy	16,257,789 +1,919,490	+13%	+$269M	0.23%	76
2023 Q2	$1.92B	Buy	14,338,299 +473,608	+3%	+$63.4M	0.19%	105
2023 Q1	$1.82B	Sell	13,864,691 -2,727,403	-16%	-$358M	0.19%	103
2022 Q4	$2.34B	Buy	16,592,094 +3,084,458	+23%	+$435M	0.27%	71
2022 Q3	$1.6B	Buy	13,507,636 +988,716	+8%	+$117M	0.22%	91
2022 Q2	$1.77B	Buy	12,518,920 +3,690,767	+42%	+$521M	0.23%	84
2022 Q1	$1.15B	Sell	8,828,153 -884,228	-9%	-$115M	0.15%	144
2021 Q4	$1.3B	Sell	9,712,381 -1,598,837	-14%	-$214M	0.16%	139
2021 Q3	$1.57B	Sell	11,311,218 -725,231	-6%	-$101M	0.21%	115
2021 Q2	$1.76B	Sell	12,036,449 -45,770	-0.4%	-$6.71M	0.23%	100
2021 Q1	$1.61B	Buy	12,082,219 +2,228,318	+23%	+$297M	0.24%	100
2020 Q4	$1.24B	Buy	9,853,901 +592,500	+6%	+$74.6M	0.19%	121
2020 Q3	$1.13B	Buy	9,261,401 +658,340	+8%	+$80.1M	0.22%	110
2020 Q2	$1.04B	Sell	8,603,061 -233,707	-3%	-$28.2M	0.23%	109
2020 Q1	$980M	Sell	8,836,768 -920,411	-9%	-$102M	0.27%	91
2019 Q4	$1.31B	Buy	9,757,179 +1,251,143	+15%	+$168M	0.3%	73
2019 Q3	$1.24B	Buy	8,506,036 +346,509	+4%	+$50.4M	0.33%	69
2019 Q2	$1.13B	Sell	8,159,527 -68,014	-0.8%	-$9.38M	0.3%	80
2019 Q1	$1.16B	Sell	8,227,541 -1,001,701	-11%	-$141M	0.33%	66
2018 Q4	$1.05B	Sell	9,229,242 -4,360,533	-32%	-$496M	0.31%	65
2018 Q3	$2.05B	Buy	13,589,775 +1,502,001	+12%	+$227M	0.51%	22
2018 Q2	$1.69B	Sell	12,087,774 -1,197,734	-9%	-$167M	0.46%	33
2018 Q1	$2.04B	Buy	13,285,508 +2,007,785	+18%	+$308M	0.57%	20
2017 Q4	$1.73B	Sell	11,277,723 -1,596,963	-12%	-$245M	0.47%	28
2017 Q3	$1.87B	Buy	12,874,686 +619,026	+5%	+$89.8M	0.56%	20
2017 Q2	$1.89B	Buy	12,255,660 +1,549,196	+14%	+$238M	0.57%	17
2017 Q1	$1.86B	Buy	10,706,464 +215,399	+2%	+$37.5M	0.57%	17
2016 Q4	$1.74B	Buy	10,491,065 +234,721	+2%	+$39M	0.57%	18
2016 Q3	$1.63B	Buy	10,256,344 +2,825,153	+38%	+$449M	0.56%	18
2016 Q2	$1.13B	Buy	7,431,191 +1,398,204	+23%	+$212M	0.41%	34
2016 Q1	$914M	Buy	6,032,987 +1,633,213	+37%	+$247M	0.35%	43
2015 Q4	$605M	Buy	4,399,774 +550,479	+14%	+$75.8M	0.22%	103
2015 Q3	$558M	Sell	3,849,295 -802,657	-17%	-$116M	0.21%	106
2015 Q2	$757M	Buy	4,651,952 +982,016	+27%	+$160M	0.26%	75
2015 Q1	$589M	Sell	3,669,936 -50,471	-1%	-$8.1M	0.22%	106
2014 Q4	$597M	Sell	3,720,407 -98,357	-3%	-$15.8M	0.22%	102
2014 Q3	$725M	Buy	3,818,764 +322,038	+9%	+$61.1M	0.28%	63
2014 Q2	$634M	Buy	3,496,726 +34,568	+1%	+$6.27M	0.25%	75
2014 Q1	$666M	Sell	3,462,158 -699,385	-17%	-$135M	0.28%	63
2013 Q4	$781M	Sell	4,161,543 -581,446	-12%	-$109M	0.33%	47
2013 Q3	$878M	Sell	4,742,989 -502,774	-10%	-$93.1M	0.42%	30
2013 Q2	$1B	Buy	+5,245,763	New	+$1B	0.51%	21